We can help clients married to non-US citizens understand the tax and inheritance laws of relevant countries to optimize the distribution of wealth during life and death.
Read PostAt age 55, it’s helpful to consider seven important topics, both individually and in conversation with family. Doing so can help guide you to a fulfilling retirement.
Read PostMany aging women worry about running out of money, and single women face additional risks. Learn steps you can take to reduce this retirement savings gap and live securely.
Read PostWe are pleased to present this topic paper on collecting rare and fine wines. It's a nice primer for those who are curious and those considering investing in a vintage.
Read PostWhile investing in art isn’t new, the trend has been growing as a way to diversify portfolios with alternative investments that are aligned with buyers’ passion or goals.
Read PostIf history is any guide, the aftermath will be acrimonious—to say the least. The consequences of dying without a will can disrupt lives in very consequential ways.
Read PostAs people live longer, their expectations about both saving and spending need to change too. How do you address the risk of running out of money in retirement?
Read PostAttorney Leah D. Setzen of Grunyk Family Law and Wealth Advisor Christina Castrejon, CFP® touch on issues too important to go unaddressed concerning marriage and divorce.
Read PostTo help ensure that accumulated wealth is not diminished due to mistakes and oversights, we’ve gathered a few tips to help you assess whether your estate plans are in order.
Read PostToo often, trust and estate planning decisions are misunderstood by beneficiaries. In this article, we discuss practicals to help ensure that “trusts don’t imply mistrust.”
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