Using Trusts to Pass an Inheritance to Minor Children
Our experts discuss a case study where the use of a trust would have solved the problem of a child inheriting property and assets.
Buying an Established Business Still Means You Have Become a Business Owner
Our experts discuss how buying an existing business still involves the planning and concerns of a start-up business.
Planning for Incapacity
Our experts take a broad look at planning for incapacity in the case of an elderly investor who has been diagnosed with the early signs of dementia.
How an Inheritance Affects Your Financial Plan
Our experts discuss a case study of a family who received an influx of cash through an inheritance. They discuss the importance of a financial plan before spending a dime.
Retirement Plans for the Self-Employed
Our experts tackle a case study of a lawyer who has recently opened her own firm and is overwhelmed by the retirement savings opportunities. They explain what plans generally work best for the self-employed, and what plans can accommodate employees, should she hire in the future.
Retire Early and Invest Reduced Benefits
Our experts discuss a case study of an individual who is considering retiring early and investing her reduced retirement benefit.
Financial Decisions in Becoming a Stay-At-Home Parent
Our experts discuss a case study of a family considering transitioning to a one-income family with a stay-at-home parent once their child is born.
Vacation Homes: Common Luxury, Complicated Taxes
Our experts spend time on a case study about a couple who own several investment properties, and have one that may be able to be classified as a second home.
Considering a Reverse Mortgage
Our experts look at a situation where a widower is considering a reverse mortgage to help ensure his assets last through his lifetime.
Estate Reduction and Transferring Wealth
Our experts talk through a case study of an individual whose estate is beyond the federal estate tax exclusion amount and who wants to pass her wealth on to her heirs.