Is a Grantor Trust the Best Choice for Your Family?
A grantor trust allows you to create a trust while still living to ensure a quick transfer of assets. But is it right...
12 February, 2021
Planning Perspectives
How Important Is It to Name a Contingent Beneficiary?
Naming a contingent beneficiary is crucial to keeping your assets out of probate court. Learn more in this article....
08 February, 2021
Revocable vs. Irrevocable Trusts: Which Is Right for You?
Revocable and irrevocable trusts both have benefits and disadvantages, so which is right for you? Learn how to make the right decision....
01 February, 2021
The Ins & Outs of the Generation-Skipping Transfer Tax
by Jay Bowen When it comes to creating a plan that will transform your personal wealth into generational wealth, understanding the intricacies of inheritance...
25 January, 2021
How to Grow and Maintain Generational Wealth
You’ve created wealth for generations to come. Now how do you protect it, grow it and pass it on? Learn the top generational...
18 January, 2021
Portfolio Management: Our Approach To Portfolio Rebalancing
For every investment organization, portfolio management plays a key role in the execution of any strategy. In our opinion, one of the...
21 May, 2020
Estate Planning in the 2020 Election Year
COVID-19's impact on the economy has had a negative impact on Trump's reelection odds. If Democrats win, will they wait until 2025 when...
21 April, 2020
Do You Need Life Insurance In Retirement?
46% of Americans said that they worry about having enough money for a comfortable retirement, and that is not surprising....
24 January, 2020
Worried About A Tax Audit?
We spend a lot of time talking about income taxes. Thoughtful and consistent income tax planning done each year can add thousands of...
23 January, 2020
5 Changes to Social Security in 2020
Let's take a look at five key ways Social Security is set to change in 2020....
17 September, 2019