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The other day, a client walked into our office looking for something a bit different than what you might expect. He wasn’t worried about providing for heirs. He wanted to fulfill a philanthropic [...]

For some of our clients, investing in the stock market isn’t just a financial planning strategy. It’s a way of life. They enjoy investing, and they don’t want to give it up just because most [...]

Have you been contributing to an IRA or 401(k) for most of your working life? Many of us do this in an effort to reduce our taxable income and receive tax-deferred growth. We often refer to these [...]

If there’s anyone who should believe in repealing the estate tax, it’s one of America’s wealthiest individuals. Donald Trump, the new president-elect of the United States, is definitely one of [...]

We had a client come in recently whose estate was the exact opposite of liquid. It was very valuable — but it wasn’t in cash. His estate’s value came from his real estate empire. It was [...]

Most clients seeking estate tax planning are not merely aiming to leave a few thousand dollars for their heirs—they aspire to build a lasting legacy. A major obstacle to this goal is the [...]

We recently met with a client who was interested in setting up an estate plan using a trust funded by life insurance. But there was a catch: He didn’t want to set up the trust as irrevocable in [...]

Legacy planning with life insurance offers a strategic avenue for individuals to not only reposition their assets but also to cultivate a lasting financial legacy for their loved ones and [...]

I met with a client the other day who asked me a question that we don’t hear that often, but it does come up occasionally: “What is a stretch IRA and should I open one for my family?” It’s [...]