Gifts to Family and Charities During Your Lifetime
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 PostContemplating 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 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 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.
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.”
Read PostCredit is a powerful tool. Learning to use it effectively should be handed down through generations, which means helping your young adults get started on the right path.
Read PostMoney talk can be awkward between generations, so we asked our experts for ideas on teaching children sound money attitudes and preparing young adults for stewardship.
Read PostQuestions about real estate arise at every life stage, so we asked our experts to list considerations for people in three categories: starting out, middle aged, and retired.
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