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Why AUM Fees Still Make (Im) Perfect Sense
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Back in the mid-1980s, a prominent financial planner (whose name escapes me) used to call it ― the dirty little secret of financial planning. He was referring to the fact that financial planners almost never got paid for doing financial planning — an observation that is still true today.
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'The Big Short' Writer Finds Dark Humor in Financial Meltdown
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The Big Short, the hit black comedy about colorful Wall Street outsiders who bet against the housing market when they detect it is propped up on rotten subprime loans, was yesterday nominated for five Academy Awards: Best Picture, Best Director, Best Adapted Screenplay, Best Supporting Actor and Best Film Editing.
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Ten Reasons to Update Your Estate Plan
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You have completed a will and perhaps a revocable living trust. Your durable power of attorney for healthcare and a living will are accompanied by a HIPAA release. All of your records are safely in place and carefully organized.
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Trusts To Protect Children
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Trusts are an excellent way to provide for the support and care of children while protecting them.
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How To Fund Your Living Trust
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A revocable living trust is one of the principal estate planning methods. While everyone should have a will, there are many benefits of a revocable living trust.
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Paying Income Tax On Social Security Benefits
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Will I have to pay federal income taxes on my Social Security benefits when I retire?
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Spelling Out Funeral Wishes Keeps Clients Comfortable
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In our practice, we use a document called “Funeral Wishes” to help clients state what they want upon their death.
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When To Use Living Trusts For Estate Plans
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Any trust created during someone’s lifetime is a “living trust.” However, the expression usually refers to revocable trusts.
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Not Your Grandfather's Irrevocable Trust
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The irrevocable trust today is nothing like the typical trust of only a few years ago.
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Property Management - Advisors Maintaining Family Compounds
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When ranking the top niches in wealth management, specializing in maintaining family compounds is not likely to break the top five.
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