As financial planners, we get the opportunity to work with clients from all walks of life and varying types of family situations. One of the most common questions we get from clients of all demographics revolves around gifting or bequeathing assets to family members while...
As we step back and reflect on 2020 and the heartbreak of the coronavirus, there are some lessons that we can learn. As a country, we were ill-prepared to face a medical crisis of this magnitude. At times it has seemed like a...
The news has been awash the past couple days with scary headlines about the inverted yield curve. A yield curve is a graphical representation showing the yield (the expected return) an investor gets by purchasing bonds that mature at different dates in the future. Under...
The popularity of trusts as an estate planning technique rises and falls with changes to the “unified credit.” The unified credit is the amount of assets a person is allowed to transfer to others during or after their lifetime without paying taxes on those gifts...
Aretha Franklin died at the age of 76 and although she had been ill for many years she left no will. The papers have once again been replete with stories of the rich and famous who fail to get around to planning for...