All Commentary Video Article Podcast Whitepaper

Insights

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...
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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,...
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The Value of a Family Meeting

The Value of a Family Meeting

September 5, 2024
Family meetings may sound daunting and challenging but they don’t have to be. Hosts Whitney Reagan , wealth advisor,...
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In The End, Rational Thinking Prevails. We’re Maintaining Our Constructive Thesis.

September 4, 2024
“It doesn’t matter how smart you are unless you stop and think.”                   —Well-known economist Thomas Sowell Nothing...
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GRATs: Understanding a Popular Estate Planning Strategy

September 3, 2024
For wealthy families, asset growth can be expensive: Every dollar of appreciation above the estate-tax exemption limit ($13,610,000 per...
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A Look Down the Passageway: New Room Coming Into Focus

September 3, 2024
All who have followed my writings over the last two years recognize the “Passageway” theme. It is a thematic,...
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Charitable Giving Strategies: Preserving Wealth While Making a Difference

September 2, 2024
Members of high-net-worth households frequently have complex planning goals. Making an impact through philanthropy is often a high priority....
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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...
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Financial Strategies for Life-Changing Events

August 30, 2024
Life can throw us curveballs when we least expect it. You may have experienced a divorce, loss of a...
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Make the Most of Your Retirement Plan Contributions

August 26, 2024
You may want to consider creating a strategy for maximizing retirement plan contributions. The IRS has upped the amount...
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Never Pay Full Price for College

Never Pay Full Price for College

August 8, 2024
College is expensive, so you should never pay full price. Hosts Michael MacKelvie , wealth advisor, and Daniel Sharkey...
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IDGTs: A Versatile Estate Planning Tool

August 1, 2024
Read time: 4 minutes Irrevocable trusts are great tools for estate planning. They can help grantors reduce the...
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