Archive
Explore our archive of insights for your financial plan
Archive
Fiduciary Responsibilities of Charitable Nonprofits
Fiduciary obligations require charitable nonprofit organizations to adhere to the highest ethical and legal standards.
A charitable nonprofit organization’s board of directors is subject to a multitude of federal and state regulations.
Archive
Four Options For Retirement Distributions
When you retire or become entitled to a distribution from your retirement plan, deciding what to do with the money should be based on your needs.
No one choice is right for everyone. However, it’s important to fully understand the options available to you.
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Don't Miss This Essential Step When Funding Your Revocable Trust
Too many times, a grantor neglects an essential final step that prevents their trust from fulfilling its intention.
Assets intended to fund a revocable trust must be properly titled to ensure the grantor’s intentions are met.
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Structuring Charitable Contributions
Structuring charitable contributions from the sale of your business maximizes your generosity.
Many accomplished business owners support local nonprofits and charities by gifting proceeds from the sale of their business interests.
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The Importance of Titling Your Assets Properly
Titling of assets is a frequently overlooked and misused step in a comprehensive wealth plan.
It’s always important to review the titling of assets to insure the appropriate titling is being used to achieve your goals and the level of protection you require.
Archive
Types of Property Titles and Why They're Important
A key component of any asset protection and estate planning strategy is the proper titling of assets.
A solid understanding of titles and the different ways to own property is critical.
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Leave Clarity For Your Estate
Take action now to ensure your estate is settled promptly, according to your wishes.
Naming the wrong executor can be costly, adding confusion, expense and time to the process.
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Premarital Agreement Checklist
Things to consider when completing a premarital agreement.
Use this checklist as tool to understand your expectations as you develop a successful premarital agreement.
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Family Meetings
Family meetings are the key to multi-generational wealth and unity.
Nine out of every ten high-net-worth families have failed to maintain their wealth and family unity for more than two generations.
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Borrowing for Personal Purpose
Be strategic about how you borrow money for personal purposes
A personal purpose is any private purpose not related to a home, business, or purchasing an automobile.
Archive
Separating Real Estate From Business
There are several benefits to separating real estate assets from your business entity.
Treating your business real estate like any other business asset can expose you to increased risk and taxes.
Showing 33 - 43 of 43 results
Showing 33 to 43 of 43 results
