Estate Planning and Wealth Transfer

With all of the emotions and excitement during a time of transition, the last thing parents are likely thinking about is estate planning…

To help you better understand the nuts and bolts of this area of financial planning, we have compiled a comprehensive glossary of estate…

Putting an estate plan in place is an investment of time and money, but is well worth it to ensure that one’s wishes…

An inherited IRA retains the benefits of the original retirement account but is subject to immediate lifetime RMDs or a five-year withdrawal election.

It's difficult to find a more challenging life event than the passing of a loved one. Between the emotional toll it takes on…

As Personal CFOs, we work with clients to see the big picture—their total balance sheet and how everything works together. We also painstakingly…

Congress passed the final version of the pending tax legislation, which will now move to President Trump's desk for signature. The bill is…

Last month, the IRS issued proposed regulations that, if finalized, will dramatically impact future planning options for Family Companies (LLC’s, Limited Partnerships, General…

We recognize the importance to our clients of raising responsible children and communicating with them about money in healthy ways.

While most of us already understand the importance of a legal will from an estate planning perspective, how does ethics factor into this…