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
Janice McGarry: Oct 18, 2023
Of all the decisions you make during theestate planning process, legal guardianship decisions are...
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...
3 min read
Stephen Ahern: May 03, 2023
People often wonder how they should approach estate planning when they’re married. Should both...
3 min read
Stephen Ahern: Apr 11, 2023
Estate planning and children go hand-in-hand. The birth of their first child is often the event...
4 min read
Matt Stead: Apr 04, 2023
After you or a loved one has been diagnosed with a terminal illness, you probably don’t want to...
3 min read
Stephen Ahern: Mar 08, 2023
What would happen if you were in a terrible accident today and landed in the hospital, seriously...
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...
4 min read
Stephen Sachetta: Nov 13, 2022
Once upon a time—when the legal code was being written—“family” was shorthand for a husband, his...
3 min read
Stephen Ahern: Aug 26, 2022
Good family asset management requires balancing your family’s short-term and long-term financial...
