Nov 27, 2018 | Articles, Business, Finance
This article is from before the recent elections, but now that we’re a few weeks post-Midterms, the buzz is settling & investors are thinking about the effects of this election on markets. Is your finance team forward-thinking enough to plan for these...
Nov 14, 2018 | Articles, Finance, Goals
Do you know – really know – that your estate is in a good place for your heir(s) and executor? If you have any doubts about where you stand financially or where they’ll be when it’s time for your estate to be executed, now is the time to find...
Nov 8, 2018 | Articles, Entrepreneurship, Finance, Goals, Professional Athletes
Do you or a colleague build your wealth in the international arena? This article demonstrates the importance of working with advisors knowledgeable in the relative merits of different tax jurisdictions. While the article did not mention it, the same holds true for...
Nov 7, 2018 | Articles, Finance, What's Cool and Interesting
The intent and wording in your will may be totally clear to you as written, but how sure are you of that clarity to heirs with differing interests? This case had to go to the Virginia State Supreme Court to get settled. Make sure your planning is as clear, succinct,...
Nov 6, 2018 | Articles, Business, Entrepreneurship, Finance, What's Cool and Interesting
Some would say Bitcoin, Blockchain, and the like, are “bright shiny objects.” They look great until millions are lost. Can your financial plan tolerate the potential of a catastrophic loss in any of its investment assets? Learn more about our way –...
Oct 30, 2018 | Articles, Finance, Goals
The new tax laws doubling the exemption from federal estate, gift and generation-skipping transfer tax to $11.18 MM per person presents planning opportunities, including potentially forgiving outstanding intrafamily debt. Are you affected but uncertain what to do?...
