Over the next few decades, an enormous amount of wealth is expected to pass from older to younger generations. This has been dubbed the “Great Wealth Transfer,” and one estimate… Read More
Educating the Next Generation About Family Wealth Management
Estate Planning
Client Question: What Should I Do With an Inherited IRA?
Inheritances come in all shapes and sizes, whether an heirloom left to you by a loved one or a life-changing financial windfall. Regardless of the form it takes, figuring out… Read More
Marriage Equality, Parental Rights & Estate Planning: Why Every Couple Needs a Plan
If the Marriage Equality Act were overturned, what would happen to the rights of same-sex couples across the country? Would your spouse still be able to make healthcare decisions on… Read More
Protecting What’s Yours (After You Pass) Part 2: Step-by-Step Estate Planning
In our last piece, we emphasized the importance of estate planning as the greatest gift you can bequeath to your loved ones, to reduce their painful stress load during an… Read More
Protecting What’s Yours (After You Pass) Part 1: The Importance of Estate Planning
Fact: When you pass, you will leave behind an estate, and somebody will need to settle it. Your estate may be worth a little or a lot, but there’s no… Read More
Do I Really Need an Estate Plan? (And other questions for attorney Katherine Boyd)
When it comes to estate planning, several things usually happen: We put it at the end of our to-do list. We find it uncomfortable to deal with…so we don’t. We… Read More
What Issues Should I Consider During a Recession or Market Correction?
Will your cash flow be tight? Do you want to rebalance your investment and retirement accounts? Were you planning to retire in the near future? These are just a few… Read More
7 Ways to Derail Your Investment Portfolio
Your investments are properly managed by experts in a well-constructed and diversified portfolio and you are saving at the appropriate rate for your financial goals. You are all set, right? … Read More
