Family
Leaving your children in good hands
I am a bit unshakeable about a few things. One of them is that a parent has a moral and ethical...
Trump family financial legacy, explained
Grantor Retained Annuity Trusts (GRATs) have been around for ages. Someone you may have heard of was...
Touring the Maryland 529 College Savings Plan
529 plans offer powerful, tax-free compounding of investment returns when used properly
4 mistakes smart people make when saving for college
Saving money is hard enough without these common errors.
The estate tax numbers (2016 version)
Estate taxes used to be a big deal to affluent families. Now, not so much.
The worst investment a parent could make
Last time I wrote about the best investment a young person can make. Now, let’s talk about the...
Mastering domains
I have been engaging in an informal dialogue with Gordo Byrn regarding the critical questions I think...
When not to pass it on to your children
Many of our clients own successful, growing businesses. Many also have young children, and anticipate a...
Revocable Living Trusts, the basics, part 2
I realize I need to finish up the piece on revocable trusts. Last time, I listed the reasons why a...
Fender-bender survival guide
I was all set to finish writing about revocable trusts when I got hit this morning on the way to the...