There’s no doubt about it: estate planning can be complicated! Even with the guidance of a trusted estate planning attorney and a CPA, tackling all the right things at exactly the right time can be challenging—especially amid the ...

If you’ve ever tried your hand at using a stand up paddleboard—or SUP—you know how important balance can be. One small shift of your weight in the wrong direction and you’re paddling in the water instead of on it. You also know ho...

In the midst of the coronavirus pandemic, I decided to write a book about charitable giving. As I’ve watched people everywhere respond to the global call to help others, two things have become glaringly clear to me. First, that i...

The transfer of wealth to the next generation is one of those topics no one likes to talk about. It’s no wonder Estate Planning ranks as one of the least liked topics for our clients. While we all know death is inevitable, p...

There are two things on many investors’ minds at the moment: the looming tax deadline, and the current state of the stock market. Neither can be avoided. (I sometimes wonder if the old saying should be revised to, “Nothing is cer...