Fights Over Estates Can Tear Families Apart
According to Cerulli Asssociates, over the next quarter century, roughly 45 million U.S. households will collectively bequeath $68.4 trillion to their heirs.
Documents: Store or Shred?
Technology is increasingly important in helping to organize our lives. But some things are still done by pen and paper.
Inflation is Back: Any TIPS to Fight It?
We all know the years 2020 and 2021 have been a period for the record books. May you live in interesting times, as the saying goes.
Year-End Tax Reduction Strategies for Business Owners
As we’re almost at the end of the year, the time is ripe for business owners to make moves to reduce their tax liabilities for 2021. Here we touch on some of the strategies we recommend to our clients. While none of these should come as a surprise, we feel it never hurts to mention them.
Decanting a Trust
Irrevocable trusts are very difficult to modify even if the changes are in the beneficiary’s best interest. So what happens if things change and you need to amend it?
Why Dentists Need to Monitor and Maximize their Disability Insurance
Dentistry is different than most professions. Many conditions that wouldn’t stop other professionals from practicing could stop a dentist in their tracks and destroy their income and practice. I know two legally blind attorneys and a paralyzed psychiatrist. I have never heard of a blind or paralyzed practicing dentist.
Strategy for Maximizing College Financial Aid
Before you take any action related to financial aid, you need to know enough to ask the right questions. To get started, here’s an overview and key actions every parent should consider first.
Ask the CIO: Let’s chat a bit about bitcoin
Sure, there may be some people who want to bet on it, but unfortunately, that’s exactly what it is – a pure bet.
Are You Really Ready to Retire?
As pandemic lockdowns have started to ease nationwide, we wouldn’t be surprised to see a surge of Americans entering retirement—or at least seriously thinking about it.
Getting Real about Rebalancing
Despite the potential for capital gains, there are considerations that we review when thinking about whether to rebalance your investment portfolio