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How to Talk to Your Children About Your Estate

Talking with your children about disability and/or death can be a difficult task for most people. Parents spend the better part of their financial lives working, saving and planning only to end up avoiding proper communication and planning with their children on the topic of death. Parents often do not discuss their estate plans with...

Financial To-Dos in the Aftermath Of Losing A Loved One

Losing a spouse or partner is a dramatic and emotional experience that can have a serious impact on the financial health of the surviving spouse. Financial planning and investment management needs vary dramatically depending on what stage of life the surviving spouse is in. Over the years, we have worked with many clients who have...

Shouldering the Burden of Financial Responsibility

“Atlas through hard constraint upholds the wide heaven with unwearying head and arms.” – Hesiod

Should You Begin Transferring Your Wealth?

There’s an often-quoted maxim regarding inherited wealth: “The first generation makes it; the second generation builds it; the third generation blows it.” Indeed, uncertainties around the next generation’s ability to exercise wise stewardship of family wealth have led to the drafting of many a trust document, many clauses in wills, and much misgiving in those...

Holiday Conversations

During this holiday season, you may have some anticipated plans to spend quality time with your loved ones. The last thing that may be on your mind is discussing finances and your future care needs with your family over dinner. But the togetherness that the holidays bring could be a good opportunity to introduce them...

How to Manage a Windfall: Five Crucial Steps

There are several issues that should be addressed quickly whether your expected windfall is from an inheritance, a business sale, a large bonus, or winning the lottery. Below, we share five crucial steps:

Money Conversations with Adult Children

Getting the Most Value from College

The price of a college education has risen dramatically over the last few decades – in many cases far beyond the rate of inflation.

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Families

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