5 min read
Jeffrey Aron: Nov 06, 2025
Talking with adult children about inheritance means starting by sharing your values, clarifying roles, and explaining how key documents fit into your legacy plan. It creates space for both practical conversations and emotional alignment so...
Read More
3 min read
Jeffrey Aron: Sep 23, 2025
IRA Beneficiary Choices Matter! Naming an IRA beneficiary might seem simple, but it can have major tax consequences for your heir. This article...
4 min read
Jeffrey Aron: May 27, 2025
Preparing your wealth for major life changes means building a solid emergency fund, reviewing insurance and estate documents, and aligning your...
3 min read
Jeffrey Aron: Jul 24, 2024
People committed to one another can work through minor disagreements over things like where to vacation, but financial conflicts can end...
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...
4 min read
Jeffrey Aron: Nov 13, 2023
Gifting stocks can be a tax-advantaged strategy for offloading appreciated stocks, as well as a generous way to share your wealth with people and/or...
4 min read
Jeffrey Aron: Jun 05, 2023
Gifting stocks can reduce your taxable estate and shift future appreciation to someone else, but your cost basis carries over and gift tax rules...
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 for their lives. One week someone might want to be a...
3 min read
Jeffrey Aron: Jun 23, 2022
Sometimes employee stock options are lucrative enough to finance early retirement. Other times, they end up being completely worthless—and it’s...
3 min read
Jeffrey Aron: May 12, 2022
With more than 4 percent of American children having a disability, millions of parents find themselves facing unexpected expenses related to their...