Reflections Blog

Why Wait? Things You Need to Know About Giving an Inheritance While Living

Want to help your kids financially but do not want to wait until you die? Here is what you need to know about an accelerated inheritance.
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Guide to GRATs: Estate Planning for Business Owners

Preparing for a liquidity event? These estate planning strategies can provide large reductions in taxes
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What Does A Financial Advisor Really Do For You?

How you can spend less time worrying about your money and more time on what’s important to you and your family

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3 Tax-Smart Ways to Help Your Children

Before you gift you child cash, stop and consider these tax-saving alternatives

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Naming Your Trust as Beneficiary of an IRA?

Naming the right beneficiary of your IRA is a simple, crucial, yet often misunderstood first step in planning your legacy.

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