Blog
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529 Plans as an Estate Planning Tool? Yes, That’s Right!
529 plans have been receiving increased publicity since the Tax Cuts and Jobs Act of 2017 expanded their permissible uses from only higher education–related expenses. And as it turns out, family stewards can also leverage these vehicles to trim down the size of their taxable estate.
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Estate Planning for Blended Families: It All Starts with Communication
Whether you are preparing to get remarried or have just gone through a divorce but want to plan for future possibilities, here are the key estate planning strategies your family should consider — blended or otherwise.
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Family Matters: Governance, Generational Transfers, and (Sometimes) Awkward Conversations
As a professional fiduciary financial advisor, I assist family stewards with asking the tough questions and having the awkward conversations when necessary. If I can help you or someone you know with questions about governance of a family trust, please get in touch.
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Video: Do Interest Rate Changes Affect Stock Performance?
In this video, a senior researcher at Dimensional Fund Advisors explains what happens to stocks when interest rates change.
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The SECURE Act and Your Retirement: An Update
However the final legislation shakes out, deferring taxable income and increasing tax-favored savings will always be good ideas.
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10 Research-Tested Investment Principles for Improving Your Returns
Based on Nobel Prize–winning investment research, these ten investment principles can help you achieve superior results with your investment portfolio.
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Private Foundation or Donor-Advised Fund: Which One Is Right for You?
Some individuals, especially those with significant means, may wonder whether it is more advantageous to set up a private foundation to carry out their philanthropic wishes or make use of a donor-advised fund (DAF) to channel their gifts. Both alternatives have advantages and disadvantages, so let’s look at some quick comparisons.
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How to Make Philanthropy a Habit for the Next Generation
Over the next 25 years, baby boomers will transfer roughly $68 trillion to their heirs. How can family stewards prepare the next generation to carry on their philanthropic legacy and the tradition of doing good for others?
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3 Strategies for Managing Post-Retirement Tax Bracket Creep
As more thriving retirees enjoy longer lifespans, some may find themselves in a higher tax bracket in retirement once their required minimum distributions kick in at age 70 ½. Here are three strategies that will help you carefully balance your income for maximum tax efficiency, both now and after you stop working.
