Transferring Family Wealth

Three Ways REITs May Enhance an Investment Portfolio

Investors often think of real estate investment trusts (REITs) in the context of the home(s) they own, but commercial real estate can also be attractive.
2 min read
Security & Risk Management

The Case for Reviewing Your Adjustable Rate Mortgage (ARM)

Locking in today’s rates may reduce your interest costs over time.
3 min read
Markets, Economy & Investments

Looming Tax Bill?

A securities-based line of credit helps provide liquidity without disrupting your investment strategy.
3 min read
Living Well

Is Private Aviation Ownership Right for You?

Flying privately has become increasingly popular for a variety of reasons, including convenience, security, and lifestyle, but there are several considerations in determining what usage and ownership structure is right for you.
4 min read
Markets, Economy & Investments

Using Responsible Investing

Are you seeking to appeal to the hearts and minds of millennials?
5 min read
Transferring Family Wealth

Heckerling in Review

The Heckerling Institute on Estate Planning annual conference was particularly important because, starting this spring, taxpayers will file their first income tax returns affected by the Tax Cuts and Jobs Act of 2017.
5 min read
Transferring Family Wealth

Valuing Your Artwork

At its core, the art market is subjective and unpredictable, underscoring the importance of establishing the value of your artwork at many points in the life cycle of artwork ownership.
6 min read
Strategic Philanthrophy

Charitable Giving Strategies

A strategic approach to charitable giving will help you incorporate philanthropy into your financial plan and benefit the charities and causes that are meaningful to you and your family.
2 min read
Business Continuity & Succession Planning

How Should I Transition My Business?

Deciding which exit strategy option you select depends on your business and personal objectives.
2 min read
Business Continuity & Succession Planning

Who Should Benefit from the Wealth I Have Built in My Business?

Prioritizing your needs and goals, along with beneficiaries such as family, employees, and charities goes more smoothly when planned well - and early.
2 min read
Business Continuity & Succession Planning

When Should I Transition My Business?

In short, it's about more than setting a date. These four factors can help you know if it's the right time to step aside.
2 min read
Business Continuity & Succession Planning

Attracting & Retaining Key Employees — A Strategic Approach

The structure of your compensation program can greatly affect your success rate in attracting and retaining key employees.
10 min read
Business Continuity & Succession Planning

Key Drivers to Successful Business Succession Planning

Making changes to your business today can positively impact your bottom line when you're ready to sell your business down the road.
6 min read
Business Continuity & Succession Planning

What is My Business Worth?

Understanding these three valuation techniques are key to knowing your company's value.
2 min read
Retirement Planning

Now or Later: When to Start Taking Your Social Security Benefits

Waiting as long as possible isn’t for everyone, even if you can afford it.
3 min read
Strategic Philanthrophy

Support Your Favorite Charities & Make Gifts to Younger Generations

A Charitable Lead Annuity Trust (CLAT) enables you to provide long-term income streams to qualified charities while passing assets to your heirs, potentially with no estate or gift tax consequences.
4 min read
Business Continuity & Succession Planning

Planning for the Transition of Your Business

A fully developed exit plan can help you reap the rewards of all the hard work you put into your business —and provide numerous benefits well in advance of a transition.
8 min read
Strategic Philanthrophy

Fostering Your Family's Legacy: What to Know about Private Foundations

If you want to play an active role in shaping the charitable impact of your wealth, a private foundation provides maximum control over investments and grant-making.
2 min read
Strategic Philanthrophy

Donor-Advised Funds

If you’re looking for a philanthropic vehicle that is flexible, offers immediate tax benefits and is simple to maintain, a donor-advised fund might be right for you.
1 min read
Security & Risk Management

Borrow Against Your Investment Portfolio, Not From It

It may be a more convenient option the next time you need quick access to cash
3 min read