Hannah Boundy, CFA®, CFP®May 173 minGuiding the Conversation About Generational Conflicts of Interest A few talking points for guiding a meaningful conversation around generational conflicts of interest.
Vincent Chambers, Esq.Apr 185 minShould My Trust Have Co-Trustees?Exploring what a trustee does and some of the benefits and drawbacks of co-trustees.
Vincent Chambers, Esq.Mar 154 minThe Tax Law is Changing – Can a Grantor Retained Annuity Trust (GRAT) Help?Exploring how a GRAT works in light of the changing estate and gift tax exemption.
