Couple hugging

Estate Planning for Your “Adult” Child

May 1, 2012

Defined by state law as the age of majority, the eighteenth birthday marks a significant milestone for your child. Chronologically, it is the moment when our children legally assume control over their person, their actions and decisions, and can now own property.

Generations holding the Earth

The Boomerang Gift

April 1, 2012

The current tax laws offer few opportunities to do well by doing good. A Charitable Lead Annuity Trust (CLAT) allows you to make a tax-free gift to your children while simultaneously making a recurrent and immediate gift to a charitable organization you support. Given the low interest rates, this is one of the best times in history to obtain the maximum benefit of this strategy.

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Your Toughest Financial Questions Answered

April 1, 2012

Wealth planning often brings forth complex questions regarding our personal aspirations and hopes for our family. The answers impact not only the lives of family members, but our friends, organizations we care about, and even the success of our business.

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The Financial Truth in Action – Educational Trust

March 1, 2012

Providing our children a strong foundation in education is a tremendous asset not only for the child but for future generations. Last month, Michael Mandelbaum, our featured speaker and best-selling author of That Used to Be Us: How America Fell Behind in the World it Invented and How We Can Come Back, shared his thoughts on how Americans can strengthen our economy and better position ourselves globally. By investing in our youth they can receive the education they need to get the US back on the right track.

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Our Place in the World, Financially Speaking

March 1, 2012

To gain insight on what to expect from the markets in 2012, it's important to examine the events of 2011. Although a difficult year in terms of returns, the macro events such as the tsunami in Japan, the European sovereign debt crisis and the Arab Spring weighed heavily on the markets. These major global events swamped micro decisions making it a very difficult year for money managers.