Knowing what to do when a spouse passes away can make a difficult situation a little easier to navigate. Unfortunately, we have seen too many …
Use Trusts to Navigate Complex Inheritance and Tax Issues
Trusts are an excellent wealth management tool that can help you legally navigate inheritance and tax issues. Depending on your objectives, you can choose from …
Special Needs Trust: What It Is and When to Use It
A special needs trust should be considered by parents or other caretakers of someone with a physical or mental disability. This financial vehicle offers several …
Unclaimed Money in the Billions Awaits Rightful Owners
Did you know that billions of dollars are sitting unclaimed in accounts in the United States? The proper beneficiaries are not claiming their money – …
How to Ensure Your Loved Ones Are Cared For When You Pass Away
It is tragic when a client contacts us after losing a spouse; even more so when it is unexpected. Often times, the surviving spouse was …
2018 Year-End Market Update [December 31, 2018]
This past December has delivered an emotional news cycle where financial and political events collided to create one of the worst performing stock markets for …
