The Benefits & Purpose of a Trust in Estate Planning

By Beth Schanou, JD, CExP, Senior Wealth Planner Clients frequently ask whether they should leave their assets in a trust. My answer: It depends. If your net worth plus the death benefit of life insurance policies you own exceeds $13 million, putting your assets in specific types of trusts …

Why Do I Need a Will? Everything You Need to Know

By Beth Schanou, JD, CExP, Senior Wealth Planner Who wants to spend an afternoon thinking about their mortality? No one, which is why more than half of Americans don’t even have a will.

5 Common Business Exit Planning Mistakes (and How to Avoid Them)

By Elizabeth Schanou, JD, CExPTM , Senior Wealth Planner  Succession planning – or more accurately “business exit planning” – is a critical process that has weighty implications for small business owners. There are two key goals: You want to ensure a seamless transition that will pres …

5 Common Retirement Planning Mistakes

Is your retirement plan lacking? Let’s look at 5 common retirement planning mistakes and how you can get the most out of your retirement plan.

Provide Parents Help While Taking Care of Yourself

Beth Schanou, Senior Wealth Planner   Finances can be difficult to talk about – especially with your parents when they need your financial help.

How to Fit the Kids’ College into Your Financial Plan

There is a strong premium on earning a college degree, perhaps driven by previous generations who witnessed the power of education. But you may find yourself receiving a student loan bill every month, even now as you contemplate sending your kids to college. Though an education continues to …

How Estate and Gift Taxes Can Impact Your Financial Plan

Heath Ledger’s death in 2008 is another tragic story of an extremely talented artist gone too young. The unfortunate circumstances of his death compounded the complexity of his estate, leaving lawyers and family in a difficult position.

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