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 injured and unable to speak for yourself? It’s the...
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...
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 wife and their children. Estate planning could be...
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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
Matt Stead: Jul 14, 2022
Careful financial planning protects and grows your money throughout your life, while careful estate planning allows you to pass your wealth and...
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
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
Michael Callahan: Mar 07, 2022
Comprehensive estate planning and retirement planning can help you plan for any number of possibilities in your own life. But what if your aging...
4 min read
Michael Callahan: Aug 17, 2021
You’ve created a solid financial roadmap, you’re saving for retirement and you’ve prepared all your estate planning documents. Great! But if you...
4 min read
Eric Sachetta: May 20, 2021
Maintaining generational wealth is notoriously difficult. Of more than 3,200 affluent families interviewed by researchers throughout the ’80s and...