News and Updates
400 Acres, Three Siblings, and One Brother Who Needs the Land to Make a Living
Divide 400 acres three ways and you get 133 acres apiece. That sounds tidy until you notice that one sibling farms for a living, one wants to cash out, and […]
Before You Insure Against Trustee Theft, Fix the Trust
Picture the trust you have spent a lifetime funding. Your kids are the beneficiaries. The trustee is your cousin Tom, the one in the family who knows a little about […]
The IRS Number That Decides Whether Your Family Loan Is a Gift
There is a number the IRS publishes every month that settles most of the debate about lending money to your kids. It is called the applicable federal rate, or AFR, […]
If You Could Write One Rule Into Your Kids’ Trust, What Would It Be?
Sit with that question for a minute, because most parents have an answer ready. It is usually some version of make sure they still want to work. A listener building […]
Being Asked to Be an Executor Is a Job Offer, Not a Compliment
Most people hear the executor question as a compliment and answer it like one. Someone you care about is telling you she trusts you, above everyone else in her life, […]
What’s Next?
Every engagement begins with a brief intake form so your advisory team can prepare ahead of time and align the conversation to your financial picture and goals. From there, you receive a tailored proposal built around your specific situation, walked through with you in detail so every question is answered before any commitment is made.