News and Updates
Inflation, Rising Costs, and Your SLAT: What Families Should Know
“We set up our estate plan years ago when exemption amounts were high. Now, with inflation and higher living costs, we’re starting to feel pressure on our lifestyle budget. Can […]
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 […]
Deferred Comp Payouts: Lump Sum or Spread It Out?
My company offers a deferred compensation plan where I can choose distribution at retirement or spread payments out over five, 10, or even 15 years. I’m worried about locking myself […]
Is One Bank Enough for High Net Worth Families?
We’ve kept all of our cash and investment accounts at one major bank for years. It makes life easier. But now that our balances are larger, I’ve started to wonder […]
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