Trusts and Estates

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Leaving a Legacy of Wisdom

Submitted by Josh Patrick on Thursday, January 15, 2015 - 3:00pm

Too often in the world of wealth management, estate planning is about splitting up the money after people are gone. I think this is too bad. For me, leaving a legacy of wisdom and love is more important than leaving money.

Estate Plan: Roth Conversion?

Submitted by Stephen P. Giulietti on Monday, December 8, 2014 - 12:00pm

Your individual retirement account can constitute one of the richest assets you can leave to heirs. In some circumstances, your heirs benefit if you convert your traditional IRA to a Roth before your death. Whether to convert depends on many of your needs and circumstances.

Big Estates’ Tax Plans (Pt. 2)

Submitted by Benjamin Sullivan on Friday, December 26, 2014 - 12:00pm

Our first article looked at several new aspects of tax planning for large estates, including recent rules changes, portability and trusts, among other tools. Here are additional strategies that allow big estates to reduce taxes while gifting to heirs and charity.

Planning: It Takes Two

Submitted by Hilary Hendershott on Wednesday, December 17, 2014 - 12:00pm

When taking on a partnered client, it takes two. I always want to meet with both parts of the couple. Sometimes, I am often disappointed to find women don’t want to play an active role in money matters. Planning investment strategies and long-term finances takes active input from both wife and husband.

How to Meet Financial Goals

Submitted by Barry Glassman on Monday, December 8, 2014 - 3:00pm

Your training to live a healthy financial life began in our first article, and you may be coming to realize that your budget is more out of shape than you thought. Like reading healthy recipes and counting calories to develop good eating habits, tracking your spending is the first and most important step toward achieving your financial goals.

The Gift of a Heartfelt Letter

Submitted by Lewis J. Walker on Friday, November 14, 2014 - 3:00pm

Do you remember how you felt the last time you received a beautifully written letter from a loved one, dear friend or even a person with whom you had a falling out? In a world of social networking, micro-blogging and 140-character tweets, letter writing is a fast-fading art. But writing a meaningful letter should not fade away.