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Funding a Trust: You Have a Trust…Now to Fund It!
A trust is like an Easter basket in that it only really exists when full. Until you fill that wicker frame with chocolate eggs and other goodies, it’s nothing more than, well, a frame. Likewise, until you fund a trust with assets, it’s nothing more than legal...
What to Do When a Loved One is Diagnosed with Dementia
A dementia diagnosis is a traumatic time for any family. Dementia happens slowly and progressively over time. In the early stages, some symptoms are often thought of as just signs of aging. Beginning signs can be as simple as losing car keys, forgetting where the car...
Doing the Right Thing: Quiet Good Deeds and Estate Planning
Everyone agrees that doing the right thing is, well, the right thing to do, but many stall out trying to figure out what this means. Should you make monthly donations to a cause close to your heart? Support a political party that shares your values? Volunteer your...
Who Holds the Power? Beneficiary Designations vs. Wills
If Wills worked as they do in movies, anything written in them would be interpreted as final and immutable. A loved one could dig up a Will you’d written on a napkin, declare its discovery, and all your last wishes would be fulfilled. Hunky-dory, happy story, the...
Legal Documents that College Students Shouldn’t Leave Home Without
It is a daunting task to prepare for your child to go to college. Now that the enrollment deposit has been paid, the dorm application is complete, and you’ve purchased their first official college sweatshirt, you can breathe - right? Not necessarily. College is an...
How to Create a Financial Planning Bucket List!
What do Jimi Hendrix, Bob Marley, Pablo Picasso, Steve McNair, Aretha Franklin, and Abraham Lincoln have in common? No, it’s not that they’re all dead (though, yes, they are). It’s not even that they’re all famous (however true, that would be too easy). It’s that they...
Ensuring a Legacy: What Top Musicians are Doing and How It Relates to Capital Gains
Everything has a price, sure, but everything also has an expiration date. A tomato may cost a dollar today but next week it will be worth nothing. Ten years ago a pair of raw denim skinny jeans might have sold for $200; nowadays you couldn’t pay anyone under 30 to...
The Risks of Giving Adult Children an “Advance” on Their Inheritance.
There are many reasons you might consider giving your adult children a portion of their inheritance now, while you’re alive and well. Maybe you’ve seen your nest egg grow thanks to a robust stock market, and you have more in savings than you thought you would at this...
NFTs are NBD: Learn How to Get Started and Protect Your Investments
What is an NFT? Ask the average person and they might tell you the acronym stands for “Nobody can F***ing Tell.” At first glance, after all, NFTs seem like a bunch of complex nonsense and yet the truth is they’re both NBD (“no big deal” for the acronym adverse) and a...
How to Ensure a Charity Contribution is Followed Through with After You’re Gone
‘Tis the season to pay your taxes which means a lot of people are thinking about charity contributions. Giving to charity is not just a generous act in support of a worthy cause but an effective tax planning strategy. When you direct a portion of your assets toward...
Myths and Misconceptions about Retirement Planning
Numerous studies have shown that Americans’ greatest fear regarding retirement is running out of money. Even so, myths abound about planning for retirement, Social Security, the cost of medical care, and more. Let’s explore the reality behind some of the most common...
5 Ways to Ease Tax Anxiety by Making Tax Preparation A Year-Round Consideration
Tax season is like that wet rag in your life that prevents you from getting too excited about a good thing. Just as spring is beginning to flourish, taxes arrive like a mean reminder that light always casts a shadow. It doesn’t have to be this way, though. A little...
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