Hannah Boundy, CFA®, CFP®Jun 6, 20221 min2022 Family Wealth and Values Conference RecapA recap of our 2022 Family Wealth and Values Conference.
Michael Davis, CPADec 20, 20214 minTax Efficient Gifting - How to Give More and Pay LessWhen planning your legacy, you have three buckets in which your wealth can end up: taxes, family, and charity. Here’s how to minimize taxes.
Hannah Boundy, CFA®, CFP®Sep 14, 20213 minGiving Your Grandchildren the Gift of EducationHere are five points to consider when you want to help your grandchildren afford the rising costs of higher education.
Matthew Davis, CFP®Sep 7, 20213 minShould you give your kids an early inheritance? Giving an early inheritance to your children and grandchildren allows you to watch your heirs enjoy your gift while you are alive.