5 min read
Jeffrey Aron: Nov 06, 2025
This article shares practical ways for talking to adult children about inheritance—starting with values, roles, and where key documents live,...
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...
5 min read
Hanna Quill: Sep 05, 2025
Talking about death and loss is one of the hardest conversations to have. It’s uncomfortable! Many of us don't know what to say or how to say it, so...
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
There are many scenarios in which it may make sense to give away assets (stocks, bonds, mutual funds, etc.). Perhaps you are considering gifting...
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...