Strategies to help caregivers reduce stress and foster cooperative relationships through effective communication before your loved one is in a position of dependency. By having conversations early, and tactfully, you can avoid confrontation and help make sure your loved one's wishes are carried out.
In the spring of any presidential election year, questions roll in about party, policy, the growing political divide, and what that means for capital markets. Although situation and scenario-specific, in most cases, we do not urge action related to investments and asset allocation, but often will suggest action related to tax and financial planning.
Discover how global markets surged in Q3, with U.S. small-cap, mid-cap, and emerging markets leading the way. Learn about key trends in equities, bonds, and the impact of central bank policies, including the Fed’s rate cut.
In a recent ruling by the U.S. Supreme Court in the case of Connelly v. Internal Revenue Service, the court ruled that life insurance proceeds paid to a business as part of an entity-purchase buy-sell agreement increase the business's value for the purposes of determining the taxable estate of the deceased owner.
Last week, the Social Security Trustees published their annual report, projecting the program’s financial status for the next 75 years. Recent projections show that Social Security is approaching insolvency, highlighting the need for immediate reforms.
Delaware Statutory Trusts (DST) can be a valuable tool for real estate investors looking to diversify their real estate portfolios, defer taxes and more efficiently distribute real estate assets to multiple beneficiaries as part of their estate plan. Read more to see how DSTs are used in Financial Planning.