News
Grow Your Wealth With This Holistic Account Management Strategy
Here's why creating a holistic balance sheet can be essential.
Why Lifetime Gifting Should Be Central To Your Estate Plan
Right now, the lifetime exemption for gifts and estates is the highest it has ever been—$11.58 million for individuals or a $23.16 million joint exemption for married people.
Debt and Taxes … Inevitable or Not?
There were two distinct themes at play in the markets during the third quarter. Markets were initially buoyed by surprisingly strong economic and earnings reports.
Tomorrow’s Sources Of Income In Today’s Interest Rate Environment
In today's low-interest-rate environment, investors need to be flexible to ensure their portfolio meets their income needs now and preserves their wealth for the future.
Webinar: Managing Personal Risk within the Family Business
Family businesses often take on various functions on behalf of individual family members, including bill paying, household management, investment management, oversight of insurance procurement, and tax and legal matters.
Changing Residency
In today's world, with state tax rates varying widely, more individuals and families are considering moves out of high-tax states. For example, California's highest income tax rate is currently 13.3%.
The Perils of Picking a Family Member as Trustee
When you were 10, your brother helped you budget your allowance to afford a bike. When you were 20, your sister helped you secure an internship in your career field. So naturally, either would be a great choice as a trustee for your estate, right?
Disconnecting … or Reconnecting?
The first half of the year has seen unprecedented volatility. We saw both the fastest bear market ever and the best 50-day return since 1933 in one single contiguous time period from late February to early June.
Your Family’s Real Estate is Too Important to Trust to Any Trustee
Whether you have a summer beach house or a portfolio of commercial real estate, choosing the right trustee is key to ensuring real estate investments are effectively managed.