Every family is a little different, and that’s what makes families so beautiful! One common family structure is the blended family, which is a family that includes a couple and their children from previous relationships. Because these family structures are becoming more popular, it’s important to recognize blended families, especially when it comes to financial…
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Investment Strategy: Where You Are Now vs. Where You’re Headed
From CEOs to athletes, most people striving for a certain level of performance are constantly assessing where they are and where they want to be. Regularly checking in helps them decide if they’re effectively using all their resources. Sure, it may seem OK to overshoot a goal, but if resources are used in the wrong…
What Are SLATs (Spousal Lifetime Access Trusts) and Who Are They For?
When it comes to estate planning, trusts, and wills, you have many options—which begs the question: Which estate planning options are suitable for you and your family? There’s no quick answer to that question because everyone’s situation is unique, but we want to share one tool you may want to consider: spousal lifetime access trusts,…
Will Power
Only one-third of adults have a will in place, which may not be entirely surprising. No one wants to be reminded of their own mortality or spend too much time thinking about what might happen once they’re gone.1 But a will is an instrument of power. Creating one gives you control over the distribution of…