Planning Insight

Generations That Endure

Whether you are thinking of selling a business or recently sold one, come into an inheritance, or plan to transfer wealth to the next generation, communication with family members is key to ensuring your assets are properly distributed and organized. A family conversation about money and plans for wealth transfer is the key to...

The Business of Philanthropy: A Primer

We know there are numerous rewards - both tangible and intangible - that come with giving to worthy causes. Whether you are a long-time donor or someone new to giving, there’s a lot to know and learn about “the business of philanthropy” in terms of choosing the right nonprofit for your philanthropic gift....

Washington Watch: Fiscal 2024 Budget

Earlier this year, the Biden Administration released its 2024 proposed budget, which outlines its priorities for the next fiscal year. Consider this a ‘wish list’ of the administration’s top priorities, but also remember it is unlikely that many of these proposals will be enacted into law given the realities of a divided Congress....

The Growing Popularity of Directed Trusts

Directed and delegated trusts are common types of irrevocable trusts. Historically, the delegated trust model has been favored; however, over time we have observed the directed trust model is gaining popularity. The directed trust model provides families with greater flexibility, control, and protection in the drafting and administration of modern trusts. While both trust...

Washington Watch: SECURE 2.0 Approved

After months of negotiation between the House and Senate leaders, the SECURE 2.0 Act was signed into law by President Biden on December 29, 2022. The bill is intended as an upgrade to the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019. While SECURE 2.0 includes a great deal of...

Planning for Year-end 2022 and Beyond

Planning for Year-end 2022 & Beyond DOWNLOAD NOW As the leaves begin to change colors, and there is a chill in the morning air, we turn our attention to year-end matters. This year has been tumultuous in the financial world with interest rates rising dramatically, heightened volatility in the equity markets, and inflation hitting levels...

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