Getting It Done Right
Taking the broad view of estate planning.
Never Too Early to Start Investing
The new tax law authorizes “Trump accounts,” which are investment vehicles for children. Many details remain to be worked out, but this article provides an overview.
‘Til Death Do Us Part
You may not have the high profile nuptials of Jeff Bezos, but is a prenup nonetheless right for you?
Business Owners Beware
Entrepreneurs take note: choosing the right business structure from the outset is worth your attention.
Evaluating the NUA Option
For those who own their employer’s stock in their 401k, the nuances of an NUA strategy should be carefully considered.
Refresh as Needed
As families, finances and tax regimes change over time, it is important to re-evaluate your estate planning as well.