Vincent Chambers, Esq.Sep 29, 20235 min readPreserving Wealth with a Spousal Lifetime Access Trust (SLAT) An overview of SLATs, when one might be appropriate, and potential drawbacks.
Yvonne DarbySep 28, 20235 min readWhy your Financial Planner needs a Financial PlannerThe benefits of having a financial advisor and planner in your corner.
Hannah Boundy, CFA®, CFP®Sep 28, 20237 min readLegacy Perspectives on the Impacts of Fiscal Debt and a Government Shutdown A few thoughts on the impacts of a government shutdown and how it might affect your legacy.
Yvonne DarbyAug 22, 20234 min readWhat's the Best Way to Save for My Child's or Grandchild's Future? With so many options and so many unknown future variables, here’s a quick guide on the most efficient way to save for your kid’s future.
Hannah Boundy, CFA®, CFP®Aug 22, 20233 min readWhy Meaning Matters in Legacy Planning (and how to find it) Looking for meaning in the good, the true, and the beautiful and utilizing planning to maximize your impact.
Hannah Boundy, CFA®, CFP®Jul 19, 20233 min readThe Price of Cheap Legal AdviceLike so many other things in life, when it comes to legal advice – you get what you pay for.
Yvonne DarbyJul 19, 20233 min readA Legacy of Generosity Why giving matters and how to include your family in your charitable legacy.
Guest ContributorJun 14, 20232 min readDonating Stock to Charity—Both You and the World BenefitWe all know how to donate cash to charity, but there’s another way that you can support your favorite causes: donating your stock.