Child Off to College?  Do You Have the Right Documents in Place?

by Denise Jackson | Sep 14, 2026 | Blogs, College, Estate Planning, Families, Financial Planning, Newsletter

What forms do you need for permission to assist your adult child? Sending a child off to college comes with a long list of things to do.  Between tuition payments, housing arrangements, class schedules, meal plans, and everything that needs to be packed, a few...

How Can I Minimize Taxes on the Money My Children Inherit?

by Li Gettleman | Sep 14, 2026 | Blogs, End of Life Planning, Estate Planning, Families, Financial Planning, Newsletter, Seniors, Tax

Not all inherited assets are taxed the same way Minimizing taxes for heirs often starts before assets are inherited, so careful planning can make a significant difference in the taxes they may eventually owe.  How an asset is owned, what type of account it is...

What Should I Do If I Have Too Much of My Portfolio in One Stock?

by Jason Coules | Sep 10, 2026 | Blogs, Financial Planning, Investments, Newsletter, Tax

Understanding your options for a concentrated stock position There are different reasons why you may find yourself with a concentrated stock position.  Perhaps you received shares through an inheritance or accumulated company stock through compensation.  Or maybe you...

Who should I talk to after receiving a terminal diagnosis?

by Jason Sacks | Aug 31, 2026 | Blogs, Couples, End of Life Planning, Estate Planning, Families, Financial Planning, Medical Diagnosis Planning, Newsletter, Seniors

Building a team to help you navigate the financial, legal, medical, and personal decisions ahead A terminal diagnosis brings with it so many heavy layers of emotion.  It’s natural to feel incredibly overwhelmed, especially as you are in the early stages of processing...

How do I financially prepare my spouse for my death?

by Shawn Gallagher | Aug 31, 2026 | Blogs, Couples, End of Life Planning, Estate Planning, Financial Planning, Medical Diagnosis Planning, Newsletter, Seniors, Women

Helping your spouse understand the financial life they may one day need to manage without you In many marriages, one person naturally takes responsibility for more of the household finances.  Maybe one spouse pays the bills, manages investments, works with the...

How Can I Tell If Someone I Love Is the Victim of a Romance Scam?

by Joyce Streithorst | Aug 31, 2026 | Blogs, Families, Financial Planning, In The News, Newsletter, Seniors, Women

Recognizing the warning signs and helping someone you love Your mom has been living alone for a few years since your dad’s passing.  Your parents took steps to make sure she would be financially secure in his absence, and their plans were successful.  Yet even as she...