News and Updates
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, […]
When Gifted Money Sits in Cash, Start With Five Minutes, Not a Manager
The gifts go out on schedule. They land in a 28 year old’s account, and then nothing happens. Months pass, the balance climbs, and every dollar of it stays in […]
What Advisors Actually Mean by “Complex”
If you held $28 million in a single stock and every advisor you met opened by telling you how complicated your situation is, what would you conclude? Probably what this […]
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.