Getting Ready for Retirement
March 13, 2025
Thoughtful retirement planning at least five years out can make a difference.
Notes on the Economy – Q1 2025 Summary
February 27, 2025
Recently the river of data flowing from reporting agencies has been lacking in clarity, with some key items being contradictory and questionable.
Benefits of Spousal Lifetime Access Trusts (SLATs)
February 26, 2025
SLATs can tax-efficiently transfer significant wealth and provide indirect access to assets during a donor’s lifetime.
Five Ways To Solve the Estate-Tax Trap
February 20, 2025
These five strategies can help wealthy individuals navigate the estate-tax trap.
Financial Planning for Couples Marrying Later in Life
February 13, 2025
Protect the life and wealth you have already accumulated.
Financial “Baby Steps” When Planning to Start a Family
February 12, 2025
Take advantage of this qualifying event to put your growing family on firm financial footing.
The Gray Divorce Revolution: How to Keep Your Golden Years Golden
February 12, 2025
Disentangling complex finances later in life can severely impact past planning and future wealth.
Saving for a Grandchild’s Education Expenses
February 10, 2025
Lower your taxable estate and transfer significant wealth without paying gift and estate taxes.
End of Life Planning: Are You Good to Go?
February 7, 2025
Many find that
end-of-life planning eases their burden heading into illness
or old age—and is a gift to loved ones.
Retirement Planning: Is There a Best Age?
February 6, 2025
Instead of defaulting to age 65, it may be better to pursue a personal retirement target.