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Helping Your Elderly Parents Plan Their Estate
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12/22/14
As the Baby Boomer generation continues to age, millions of Americans are finding themselves in an awkward, critical position: their elderly parents need assistance with their estate planning, but th …


The Power of Pre-Tax Dollars to Purchase Life Insurance
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12/22/14
Throughout the United States, high-net-worth (HNW) individuals face many obstacles when creating an estate plan. One common issue that arises during this process is developing liquidity. Often, there’ …


Which is Better: Guardianship or Power of Attorney?
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12/22/14
Here’s a question we get asked a lot: “which is better for me to get for my mother — a guardianship or a power of attorney?” The question itself is misleading, and our answer almost never satisfies. T …


When Paying Taxes on Retirement Accounts Makes Sense
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12/22/14
It’s almost a mantra of financial planning: Defer taxes on investments whenever you can, for as long as possible. The conventional wisdom is so ingrained that if you suggest clients accelerate taxes o …


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