March 2024

NIMCRUTs – Taking Care of Yourself, Your Family, and the World

Many high-net-worth individuals have multiple goals: taking care of themselves and their family, reducing taxes, and making a positive impact on the world. Any two of these goals can be achieved somewhat easily, but it takes creative planning to achieve all three at the same time. The U.S. tax code allows the charitably inclined to …

NIMCRUTs – Taking Care of Yourself, Your Family, and the World Read More »

Navigating Life Changes – When to Update Your Estate Plan

What’s changed in your life recently? Everyone I talk to lately seems to be navigating some type of life change. Some of the changes are positive, like marriage, new career opportunities, moving into dream homes, or the birth of a child. Others are dealing with heavier transitions, like financial hardships, health issues, or loss of …

Navigating Life Changes – When to Update Your Estate Plan Read More »