Estate
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death.
An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate.
It can even designate someone to manage your financial affairs should you be unable to do so.
Articles
When Heirs are Imperfect
Passing your estate to an heir with credit problems or a gambling or alcohol addiction might not only lead to that wealth being squandered, but the inheritance could worsen the destructive behaviors. ...more
Estate
August 01, 2024•3 min read
Intellectual Property Rocks in a New Digital Era
In 2023, the music industry witnessed a groundbreaking shift, as iconic bands like ABBA, KISS, and the Beatles embraced the digital frontier. These legendary acts showcased new digitally created conte... ...more
Estate
January 01, 2024•4 min read
Steps to Protecting a Child with Disabilities
Raising a child is expensive and can cost over a quarter of a million dollars, excluding college. For a child with special needs, that cost can more than triple. If you're the parent of a child with s... ...more
Estate
January 01, 2024•3 min read
Grantor Retained Annuity Trusts (GRATs)
Suppose your financial objectives include income and leaving a legacy for your heirs. In that case, it's essential to work with a financial professional familiar with your many options, including olde... ...more
Estate
January 01, 2024•4 min read
White Elephant Inheritance
Have you ever had to deal with a "white elephant"? Not the actual pachyderm, but what Merriam-Webster calls "a property requiring much care and expense yielding little profit" or, more simply, "someth... ...more
Estate
January 01, 2024•6 min read
Intellectual Property and Your Estate
Among the many considerations to ponder when forming your estate strategy, intellectual property (IP) is among the more important and misunderstood. The phrase itself may be somewhat confusing, as peo... ...more
Estate
January 01, 2024•6 min read
Videos
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications. ...more
Video
January 01, 2024•0 min read
The Business Cycle
How will you weather the ups and downs of the business cycle? ...more
Money ,Video
January 01, 2024•0 min read
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money? ...more
Lifestyle ,Video
January 01, 2024•0 min read
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst? ...more
Video
January 01, 2024•0 min read
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does. ...more
Video
January 01, 2024•0 min read
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation. ...more
Video
January 01, 2024•0 min read
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Have you ever needed Financial Guidance, but instead got a sales pitch for specific products or service without the Advisor even understanding your specific situation or what you wanted accomplished?
My passion for helping clients get better financial outcomes came from years of being a single parent balancing work and children. I experienced firsthand the lack of personalized financial guidance in running my household and consequently, made costly mistakes.
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