Key Takeaways: Changes in the tax laws, the financial markets and your family could mean that your trust is no longer ideally positioned.Start by reevaluating the foundational aspects: successor trustees, asset protection levels, the trust’s funding status and other...
Many of us have thought about how to best transfer our wealth to our heirs someday. Unfortunately, we see that parents and grandparents with significant assets often don’t spend enough time on passing along the values that helped them build, grow and maintain that...
This blog will serve as follow up to our previously released Q1 Investment Themes and is intended to provide an update on what we are seeing as well as our current outlook. Here are the top three things we are covering in this week’s blog: The market had its worst...
Key Takeaways: Many estate plans are old and have become outdated—which could mean risks.Assess changes in your financial situation and your business to help see if your estate plan needs updating.Focus on what you want to do with your assets—don’t get too hung up on...
