3 min read
Stephen Ahern: Feb 13, 2023
There’s a common misconception that trusts are only for the wealthy. In reality, all kinds of people use trusts to achieve their estate planning goals. Trusts are highly customizable and can be used for many purposes. The key reasons people create...
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4 min read
Stephen Ahern: Jan 18, 2023
Estate planning isn’t something any of us can afford to put off. The future is entirely unpredictable. If something happened to you today, would your...
3 min read
Stephen Ahern: Aug 26, 2022
Good family asset management requires balancing your family’s short-term and long-term financial needs. You want to spend enough that your loved ones...
3 min read
Stephen Ahern: May 05, 2022
Creating estate plans is partially about making sure your own wishes are followed at the end of your life, but it’s largely about protecting the...
4 min read
Stephen Ahern: Feb 05, 2022
You’ll get more out of your next tax meeting if you treat retirement planning as a multi-year tax strategy, not a one-time event right before you...