A change in the presidential administration may result in higher taxes for estates, property transferred at death and capital gains. Learn why it’s important to review your estate plan now, not after the election. more >
Having a solid foundation of wealth management knowledge and a clear vision of what you’d like to achieve can help keep you on the path to financial success during COVID-19. more >
Although the coronavirus is turning the economy and markets sour at the moment, transferring assets at today’s reduced values means you could save on estate and gift taxes. more >
When living with your significant other, financial matters are unavoidable. Equity, fairness and protecting your own personal interests are important areas to discuss. Learn how a cohabitation agreement can help set clear expectations. more >
This year, why not set a resolution that will have lasting benefits? Sandi Bragar offers tips on how to find your money mojo through conversation. more >
When it comes to raising children with a giving mindset, it’s important to focus on teaching them empathy. Learn five tips from a client who specializes in helping families create successful giving plans. more >
Limited liability companies offer several advantages to holding and protecting assets. But they require management and have additional costs. Learn about LLC basics, including the benefits and pitfalls of this special structure. more >
When crafting a wealth transfer plan, it’s important to know there are two sides of money: the intellectual side and the emotional side. Learn how tackling the emotional aspects first leads to a more satisfying plan for you and future generations. more >
Not having a wealth transfer plan is a plan in and of itself. You’re just allowing the government to implement one for you. Learn how a wealth transfer framework helps you plan with intention. more >
Your dream vacation home is meant to be a place of fun and tranquility for generations. Don’t let legal issues and family squabbles get in the way. Learn estate planning tips. more >
