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...
5 min read
Cailin Suvarna: Oct 16, 2025
Quick take on stock vs cash donations: If you have long-term appreciated stock, gifting shares often lets you deduct market value and avoid...
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...
5 min read
Hanna Quill: Sep 05, 2025
Meaningful comfort comes from validating someone’s grief and offering specific, thoughtful support—not generic phrases. Avoid clichés like “stay...
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
Janice McGarry: Oct 18, 2023
Of all the decisions you make during theestate planning process, legal guardianship decisions are probably the ones with the highest stakes. Naming...
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...
3 min read
Stephen Ahern: May 03, 2023
People often wonder how they should approach estate planning when they’re married. Should both spouses go together to see their estate planning...
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 that causes someone to call estate planning advisors...
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 spend any more time sitting in anestate planning...