Insights and resources to support your family – today, tomorrow and for generations to come.
Why This Rate Hike is Different
Author: Davis Finke, CFA On September 16, the Federal Open Market Committee (FOMC) voted unanimously to increase interest rates by 25 basis points to a target range of 3.75%-4.00%. The decision marked the first rate hike since July 2023, with policymakers citing...
Pre-Vacation Estate Planning Checklist
Author: Reema Bounajem, JD Summer is the perfect time to take a break from your everyday routine to see new places and reset. But with...
Funding Your Revocable Trust
Revocable trusts are one of the most popular estate planning tools, as they offer grantors a private, flexible method to transfer assets...
Underestimating Long-Term Care Costs in Your Retirement Planning?
Although it is estimated that someone in America turning 65 today has almost a 70% chance of needing some type of long-term health care...
The Value of Financial Planning at Every Stage of Life
Financial planning is not a one-time task but an ongoing process that evolves alongside your financial situation and goals. Whether you’re...
Why Banks May Reject Your Durable Power of Attorney
A durable power of attorney is a legal document that authorizes a named agent to manage the finances of a principal. It enables the agent...
Preparing for Potential Tax Changes Under a Second Trump Administration
With the second inauguration of President Donald Trump, now is an opportune time to evaluate how potential changes to tax policy could...
End of Year Tax Options
When the majority of people think of the tax calendar, April 15th is often the most important date in their minds. Although Tax Day is an...
Customizing a Power of Attorney
A power of attorney is a powerful tool in the estate planning tool kit. But it is essential that it is drafted correctly to be effective...
Unique Challenges in Estate Planning for Blended Families
While many people in second marriages with children from previous relationships may think that their family is perfectly blended like “The...
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