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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 [...]

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 [...]

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 [...]

A lot of retirees are finding out early into their retirement that they’re facing the “gap.” This was the case with one couple that came into our office for some retirement restructuring. The [...]

Most of the clients who walk through the doors of our offices are older individuals looking to plan for estate taxes and manage their benefits for their heirs. One such client was a man who’d met [...]