Contemplating making a substantial gift to your children or a charity? This installment of Family Matters can help you address practical considerations and avoid pitfalls.
Read PostNo matter how you and your spouse divide responsibilities, make sure you aren’t removed from family finances. Here are some practical suggestions for acting as co-managers.
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 PostTo address the fear of raising a “trust fund baby,” we put together an overview on Incentive Trusts for times when a few guardrails may be needed when transferring wealth.
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 PostFor women who may be new to managing wealth or need convincing that engaging with our advisors is important and necessary—we begin with the question “Where to Begin?“
Read PostThis is essential reading for anyone who has built a business—and wants to ensure a smooth transition while preserving value and maintaining family harmony.
Read Post“I want it now, please!” We explore the cognitive bias of immediate gratification (versus delayed gratification) and its impact in shaping our financial future.
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