Professional Advisors Blog

Helpful Information for Our Professional Network

The Perils of Joint Property

People often set up bank accounts or real estate so that they own it jointly with a spouse or other family member. The appeal of joint tenancy is that when one owner dies, the other will automatically inherit the property without it having to go through probate. Joint...

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Trust Income Strategies for Year End

Trust Income Strategies for Year End

Now is the time for high-income individuals and Trustees of irrevocable, non-grantor trusts (such as Bypass Trusts or Dynasty Trusts) to begin looking at ways to minimize their 2018 income tax bill by dealing with income the trust generated this past year. A...

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Three Charitable Giving Solutions to Consider for Year End

Three Charitable Giving Solutions to Consider for Year End

It may seem too early to talk about year-end planning. But the 2017 Tax Cuts and Jobs Act set many changes in motion for charitable giving. Whether a clients’ charitable giving stems from a concern for those who are less fortunate, the desire to support a particular...

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Can Lack of Sleep Lead to Alzheimer’s?

Can Lack of Sleep Lead to Alzheimer’s?

You may already know that not getting enough good sleep can cause daytime sleepiness, an inability to make good decisions, car and other accidents, unhealthy food choices, weight gain, depression, high blood pressure, diabetes and a host of other health problems. But...

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How to Plan for Your Client’s Growing Family

How to Plan for Your Client’s Growing Family

If your clients are having a child, adopting, or marrying a spouse with children, you may already be meeting with them to discuss the family’s finances—everything from managing current costs to providing for the children’s future. But in those discussions, give them a...

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