It’s hard to escape how high interest rates are dominating the economic and financial news cycle these days. Sustained higher interest rates have been paired with high inflation, focusing media coverage on negatives like a higher bill at the grocery store or the impact on the housing market and Read more…
A Guide to Estate Planning Considerations for Digital Assets
By definition, an estate plan is a set of legal documents that dictates how you’d like your assets to be transferred upon your death or incapacitation. When you think of assets that need to be considered under an estate plan, you likely default to thinking about traditional assets like homes, cars, Read more…
What Are the Different Types of Trusts?
Are you seeking to craft a strong estate plan? Or do you simply wish to ensure that some of your assets are properly cared for? Either way, you’re likely digging in on how to arrange a trust. Read more…
Helping Adult Children Get Financially Stable: The New Generational Wealth
Ensuring our children become financially stable doesn’t always mean that we leave them everything needed to have a cozy life. Generational wealth most often comes from helping them establish themselves, wander out into the world, and learn to thrive. Read more…
The Importance and Cost of Basic Estate Planning Documents
Estate Planning is a broad term, often overwhelming and misunderstood. Some people think only the “wealthy” need an Estate Plan, but the bottom line is most everyone should have a basic Estate Plan. Estate Planning is a topic near and dear to our hearts as we work with many clients to help develop Read more…
Understanding the Benefits of Self-Canceling Installment Notes in Estate Planning
Introducing self canceling installment notes (SCINs): a unique form of promissory note that allows buyers and sellers to securely transfer real estate, business interests, and other assets while helping to optimize income, gift and estate taxes. Read more…
Protecting Future Wealth Through Tax Planning Today
Protect Your Net Worth with Tax Planning Strategy Taxes are an inevitable part of life, but that doesn't mean you have to let them steal your future. With proper tax planning as a part of your holistic financial plan, you can protect your family's finances and make the most of your hard-earned Read more…
Preserving Generational Wealth: What to Know About Family Trusts
Families that have worked hard to build wealth want to share that success with their children, grandchildren, and beyond. When it comes to building that kind of generational wealth, a family trust is a great place to start. Family trusts are a key tool for managing wealth carefully over multiple Read more…
Understanding Equity Compensation and Incentive Plans
Equity compensation plans come in multiple forms, including stock options, restricted stock units (RSUs), and employee stock purchase plans. Each is designed to give employees a direct stake in the financial success of their companies, and hopefully to provide additional monetary benefits beyond Read more…
