June 17 webinar: Common estate planning gaps high-net-worth families should review. Register now

June 17 webinar

Common estate planning gaps high-net-worth families should review.

Financial Planning

To Roth or Not to Roth

Trust and Estate Planning Strategies for LGBTQ Couples

Marriage equality helped to level the playing field for same-sex marriages. Even with this huge leap forward, there remains many legal inconsistencies from state to state for those who are lesbian, gay, bisexual, transgender, or queer (LGBTQ).

Painting Your Financial Planning Portrait with Your Tax Return

Whether you file your own tax returns or hire a tax preparer, it is a great sense of relief when your returns are filed, and you can check that off your list. But in financial planning, we say not so fast! We like to think of our clients’ income tax return as a vital part...

The Vacation Home Primer: Pros and Cons

What’s Fly Fishing Got to Do with Investing?

Coulda/Shoulda/Woulda: Disability Insurance and the Business Owner

Most clients do not expect to have an in-depth discussion about disability insurance with their wealth management advisor.

Do You Have an Exit Strategy?

Do you have an exit strategy for your business or career? Whether you are a corporate executive or a business owner, there will come a time when you want, or need, to transition to the next phase of life. Done in advance, this can be an optimistic process, it should define how YOU want to...

“Insurance Is Interesting,” Said No One Ever

Let’s talk about it anyway. When you think about financial planning, insurance might not be top of mind – or even come to mind. But managing wealth isn’t only about growing and preserving it – it’s also about protecting yourself from the financial harm that can be caused by incidents such as theft, damage to...

The ABCs of RSUs (Restricted Stock Units)

Do you work for an employer that granted you restricted stock units (RSUs)?

Planning Checklist for Your New Financial Future

This checklist was created to help you organize your affairs after a divorce. Your individual situation will dictate other items which may need to be addressed. We suggest discussing your plans with the executor of your will as well as consulting with your legal, financial, and tax advisers. The time to get these professionals involved...

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Financial Planning

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Common Estate Planning Gaps High-Net-Worth Families Should Review

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