Blog

When it comes to transferring your wealth to the next generation, you have several options. You can keep things really simple and pass along bank and brokerage accounts full of stocks, bonds, and [...]

We recommend trusts to so many clients that it feels like they’re never a bad idea. But one client had a question regarding using a trust for a different reason than the usual estate planning [...]

Imagine this scenario: Bruce is a 70-year-old retired business owner with a 40-year-old son, Rick. Rick has a two-year-old daughter, Ava, and a baby on the way. Bruce wants to help pay for [...]

“I want to keep my tax burden low and my monthly income high.” That’s a goal we hear often when it comes to planning for retirement. After all, all of those retirement accounts that most people [...]

A lot of our clients want to know why they should trust insurance companies any more than they trust the stock market. After all, many of these clients lived through the financial crises of 2008 [...]

Your life insurance needs are subject to change, just like the rest of your financial life. Perhaps you bought a policy in your 40s for income replacement, and now your needs have shifted to [...]

Due to the nature of our business, one of the unfortunate things we sometimes must help our clients with is settling an estate following the death of a spouse. Handling a spouse’s affairs [...]

While we generally talk about the benefit of our clients buying life insurance policies on themselves and their spouses, we rarely delve into times when it might be appropriate to buy life [...]

Moving a trust to another state is a crucial decision that can greatly impact your financial future and legacy. Whether you’re seeking better tax benefits, enhanced asset protection, or [...]