As families accumulate wealth, trusts offer protection, growth, and efficient transfer from an individual (or grantor) to beneficiaries. While previously thought to be reserved for the ultra-wealthy, trusts are an excellent financial planning resource and are gaining popularity among the broader public. Today, we review how trusts may help families prepare for a multitude of…
In our weekly video series we highlight important observations regarding the economy and the financial market.
In our weekly video series we highlight important observations regarding the economy and the financial market.
Planning Perspectives is your guide to navigating the complexities of wealth management with ease. This week, we discuss how to avoid the “shirtsleeves to shirtsleeves” phenomenon.
In our weekly video series we highlight important observations regarding the economy and the financial market.
An Interest on Lawyers’ Trust Account (IOLTA) is a type of trust account used by attorneys to hold client funds that are either too small in amount or held for too short a period to generate interest for the individual client. Instead of the interest benefiting the client, the interest is pooled and directed toward…
If you’re among the millions of Americans, like my wife and I, who purchased or refinanced their homes during the early years of the pandemic, you were likely fortunate enough to secure a mortgage rate between 2.5% and 4%. Mortgage rates reached an all-time low in January of 2021, but have since more than doubled,…
In our weekly video series we highlight important observations regarding the economy and the financial market.
People often ask whether they need a living trust for their estate plan. The answer depends upon your goals for managing your assets during your lifetime and how you would like to transfer them after your passing. Here are some key points to consider when determining whether a living trust is right for you. What…
In our weekly video series we highlight important observations regarding the economy and the financial market.
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