Charitable Lead Trust

A charitable lead trust can be a great way for an individual to leverage his or her generosity, producing tax savings that can be used to provide greater benefits to both the individual’s favorite charity and his or her own family. The tax savings are generated because of the way donation values are calculated and … Read more

Estate Planning for Everyone

Have you every wondered how estate planning might fit into your overall, future plans? Even if you are just starting to build your estate and do not need complex estate planning, here’s a quick look at some steps you should consider taking in order to help prepare your family and to manage potential expenses in the event … Read more

Preparing to Meet with a Mortgage Broker

The home buying process is rewarding, but also tedious. In fact, deciding that you’re interested in purchasing a house is just the first step. Where do you turn next? Consider making an appointment to meet with a mortgage broker. Below are five things to have in order before you make the call to schedule an … Read more

Do You Have an Estate Plan?

Talking about the end of life or possible tragic events is not something people naturally want to do, but it is important. To have your wishes honored and to create a plan to make the transition easier for those left, these plans need to happen while you are still here! Imagine this, you get in … Read more

Kobe Bryant’s Death Reminds Wives to Prepare

Widows have special considerations when planning their financial future The world lost one of its greatest and most accomplished basketball players on Sunday, January 26, 2020. Early in the morning, Los Angeles Lakers legend Kobe Bryant and his 13-year old daughter, along with seven others, died when the helicopter they were in crashed amidst foggy … Read more

After the Death of a Loved One

Losing a loved one can be a difficult experience. Despite the emotional trauma involved, you may also be responsible for handling a variety of financial, legal, and administrative tasks. You may find yourself unsure of where to begin and what to do.  However, do not be hasty when settling your loved one’s estate. Important decisions … Read more

Cover Your Assets! Part 3 – Trusts

Focused on Physicians: Asset Preservation Part 3: Trusts Asset Protection: About the Series Don’t be an unnecessary target! You’ve made a huge investment in your education and training, and your “deep doctor pockets” already make you a bulls-eye. Are you doing all you can to protect your interests….and ASSets? This three-parter takes a look at … Read more

Estate Planning Basics – Video

In this video, Dan discusses why estate planning is critical for EVERYONE, not just the ultra-wealthy. There are many creative strategies and objectives to consider with regards to protecting and distributing your assets – but most importantly, estate planning can save your loved ones from the additional grief and burden this emotionally complex task can … Read more

Legacy Planning – Handing down Values

Teaching your kids about money is pretty important – especially if there’s an estate or assets being handed down. But are you passing down your values about money too? How can you help your heirs sustain and grow what you’ve created? Your wealth has meaning! Convey to heirs and children what your legacy means to you … Read more