News and Updates
SLAT Adjustments, Family Philanthropy, and Spotting Ponzi Schemes
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. Today we’re covering two listener questions that get into managing wealth across generations. First, we’ll talk about how couples […]
4 Retirement Insights Advisors Can’t Ignore for University Faculty
Full Article Link: Yahoo Finance – 4 Retirement Insights Advisors Can’t Ignore for University Faculty “I think the key is helping them see that retirement doesn’t mean sitting at home […]
Due Diligence for Private REITs in Senior Living
“We’ve been pitched a few opportunities to invest in senior living communities through a private REIT. Between aging demographics and rising care needs it seems like a strong trend. What […]
When a Will Isn’t Enough: Trusts for Wealthy Families
One of the common things I hear from families goes something like this:“When my parents passed, it was a mess. We don’t want our kids to go through the same […]
Trusts vs Wills, Senior Living REITs, and a Physician Bonus Playbook
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. In today’s episode: When does it make sense to go beyond wills and set up a trust to make […]
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