Call Us: 800-384-1756
All Wealth Planning Services Insurance Strategies Behavioral Finance Retirement Planning Trust & Estate Planning Commentary Tax
All Commentary Video Article Podcast Whitepaper

Insights

7 Common Estate Planning Mistakes to Avoid

April 29, 2025
Simply stated, estate planning is the process of developing and implementing a “master plan” to facilitate the distribution of...
Read >

Benefits of a Directed Trustee vs. a Corporate Trustee

September 12, 2024
Selecting a corporate trustee to oversee the administration and management of a trust is a challenging and unique decision...
Read >

Five Reasons to Use a Corporate Fiduciary

September 8, 2024
Many important decisions regarding the transfer of your wealth are made when working with an estate planning attorney. However,...
Read >

Choosing a Guardian and Trustee

August 30, 2024
When planning for your family’s future, two critical decisions include choosing a guardian for your children should something happen...
Read >

Transfer Wealth Before Lifetime Exemption Expires in Two Years

July 6, 2024
Read time: 5 minutes When it comes to the tax-free transfer of wealth, we’re living in a golden...
Read >
Intentionally Defective Grantor Trusts

Intentionally Defective Grantor Trusts

August 10, 2023
On this episode of Your Life Simplified, Valerie Escobar , senior wealth advisor, and Jake Kern , managing director...
Tune In >
Creating Your Estate Plan

Creating Your Estate Plan

May 25, 2023
While estate planning can be overwhelming for a lot of families, having a thorough estate plan in place can...
Tune In >
Picking the Right Trustee 

Picking the Right Trustee 

May 18, 2023
Being a trustee is something that requires knowledge, effort and liability, so when you’re creating your estate plan, it’s...
Tune In >
Trusts Offering a Silver Lining in a High Interest Rate Climate

Trusts Offering a Silver Lining in a High Interest Rate Climate

August 2, 2022
Given the current high interest rate environment, you may be wondering whether there are strategies you can employ to...
Read >
The Essential Estate Planning Documents

The Essential Estate Planning Documents

July 26, 2021
Estate planning is the process of organizing one’s personal and financial affairs to ensure that your wishes for your...
Read >
Estate Planning Strategies to Consider Ahead of Biden’s Potential Tax Changes

Estate Planning Strategies to Consider Ahead of Biden’s Potential Tax Changes

May 4, 2021
President Biden’s proposed tax policy includes potential changes to estate and gift tax as well as capital gains tax...
Read >
Education Funding Strategies

Education Funding Strategies

March 17, 2021
When planning for a loved one’s education, it might make sense to combine college saving with estate planning. In...
Read >

Podcasts

Your Life Simplified

We can help you take the complex and make it simple. Our podcast hosts Mike and Valerie share need-to-know insights about finances and wealth.

LATEST EPISODES

#158

Estate Planning for Blended Families

 Listen Now >
May 1, 2025
#157

Teach Your Child to Be Financially Independent

 Listen Now >
April 17, 2025
#156

Raising Financially Savvy Children

 Listen Now >
April 3, 2025
Meet Our Hosts

Check Out Our Live Webinars

We cover the economy, markets, taxes and more. Hear our views on timely topics.

Get Details

Sign Up For Our Newsletter

Subscribe to our e-newsletter for updates on market and economic trends, insights, helpful lifestyle tips and educational articles.

Contact Us

This website stores cookies on your computer. These cookies are used to collect information about how you interact with our website and allow us to remember you. We use this information in tracking and performance tools, and in order to improve and customize your browsing experience. To find out more about the cookies we use, see our cookie policy.

Accept Decline