4 min read
Jeffrey Aron: Mar 22, 2024
What's the most high-impact way you could use your wealth to help the people and things you love most, even after you're gone? That's the core question at the heart of legacy planning. The term is sometimes used interchangeably with estate planning,...
Read More
4 min read
Jeffrey Aron: Nov 13, 2023
Gifting stocks can be a tax-advantaged strategy for offloading appreciated stocks, as well as a...
4 min read
Jeffrey Aron: Jun 05, 2023
There are many scenarios in which it may make sense to give away assets (stocks, bonds, mutual...
5 min read
Jeffrey Aron: Dec 08, 2022
One of the fun things about having young kids in your life is getting to hear about future plans...
3 min read
Jeffrey Aron: Jun 23, 2022
Sometimes employee stock options are lucrative enough to finance early retirement. Other times,...
3 min read
Jeffrey Aron: May 12, 2022
With more than 4 percent of American children having a disability, millions of parents find...
