AdvicePeriod

Moving assets between spouses when one passes away should be easy, but it's often complicated and expensive due to taxes, debts, and legal processes. Find out why affluent married couples and blended families should explore spousal trusts as a solution. bit.ly/3ZDSCxS

Medicare is important for wealthier households too, as it covers up to 80% of certain expenses. However, it doesn't cover everything, so it's essential to fill those gaps to protect your finances from unexpected medical costs. bit.ly/3rBEmsF

✊ Honoring Women’s Equality Day ✊ Recognizing 103 years of progress, #WomensEqualityDay celebrates the ongoing journey towards equal rights for all.

Discover the critical factors behind selecting the right trustee for your trust—whether it's a family member, friend, or corporate entity—to ensure effective asset management, distribution, and family harmony. bit.ly/45EQlEb

The U.S. stock market continued to power forward in July with solid gains across the board while the U.S. economy continued to surprise to the upside through the first seven months of the year. Dive into our latest commentary here ➡️ bit.ly/3QVM23x

Learn about the potential consequences of failing to transfer assets before the lifetime exemption expires and strategies for transferring wealth to your loved ones effectively.bit.ly/3Ah6j9Y

Why are wealthy Americans increasingly opting to rent rather than buy? While it’s impossible to say for sure, there are some seriously compelling clues. Check out our full article at the link. bit.ly/3XV5Jd6

The strong performance of the stock market this year is a reminder of the importance of ignoring short-term predictions. Read our latest commentary at the link: bit.ly/43nIvNI

Happy Fourth of July! We hope everyone has a safe and enjoyable holiday. 🇺🇸

To all the incredible dads out there, we celebrate you today and every day. Happy Father’s Day!

At some point in our lives, many of us will need expensive long-term care. One strategy, which involves an attractive tax benefit, is known as a tax-free 1035 exchange. Learn more at the link: bit.ly/3JbOte7

We're pleased to share that Marc Russell has earned a spot on Forbes' 2023 Best-In-State Wealth Advisors list. It's a well-deserved honor that reflects his dedication to providing exceptional service to clients. Congratulations, Marc!

This Women’s Day, we seek to #EmbraceEquity and acknowledge that people don't begin life in the same place, and therefore need different resources and opportunities to reach an equal outcome. #IWD2023 #InternationalWomensDay

"The individual investor should act consistently as an investor and not as a speculator." — Ben Graham

As women work to build and preserve wealth, they face some unique challenges that can significantly affect their savings over time. Let’s look at a few of those along with wealth planning strategies to help overcome them. bit.ly/3BT3Vau

Learn why it's important to establish a succession plan or review the one you have, especially if you experience a life-changing event that could affect your plan. At the link: bit.ly/3HURBuy

Goodbye 2022, hello 2023. Happy New Year!

We hope you have a happy holiday season and time well spent with those you love.

A thankful 🧡 is a happy 🧡

As a guaranteed income stream, Social Security is an often-underappreciated asset. Learn why it’s worth planning for, even for wealthy households. bit.ly/3DMnS4S