Marital Agreements
First marriages are occurring later in life; second (or subsequent) marriages are more common; and both partners are likely to be earning their own wealth.
Category: Strategic Wealth Planning
Readiness & Recovery
Resilience, or the grace and power to recover, is by many accounts the single most important quality in aging prosperously and well.
The Value of Integrated Wealth Management
It’s tempting to try to deconstruct wealth management. Why not try to manage it all yourself?
Charitable Giving & Tax Reform
For charitably minded families, this may be the year to step up in a meaningful way to support nonprofits. While no one knows what tax reform will look like or, if it comes to pass, whether it will be retroactive…
The Ways of a Will
It is a common misconception among Millennials that a person without a will does not have an estate plan. Everyone has an estate plan, because the law regards a person who dies without a will – 55% of all Americans,…
Hey! You! Get Off of My (Digital) Cloud
It’s unlikely that Mick Jagger and Keith Richards of the Rolling Stones were thinking about Internet privacy laws when they wrote their famous lyrics over 50 years ago. But for many of us, the sentiment is all too apt. Our…
Round One in the New Administration
Everyone has a plan, as Mike Tyson famously said, until they get punched in the mouth. For many advisors, the surprise election of Donald Trump, with his promises of big tax cuts and the repeal of the estate legislation, forced…
Staying on Course in a Changing World
As wealth managers, we are focused on meeting each client’s goals, plain and simple.
Providing for the Children of Blended Families
Parents and grandparents with blended families – the result of more than one marriage – can face real challenges in dividing assets fairly.