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Art Donations as a Part of Your Estate Plan

Charitable giving is a key part of estate planning for many people. If you have a collection of valuable art and are charitably minded, consider donating one or more pieces to receive tax deductions..

Investment Overview: 1st Quarter 2019

Financial markets stabilized in the first quarter of 2019 following a turbulent end to 2018. Markets seemed relieved in the Fed’s pivot to a more dovish stance....

March 2019 Market Recap

With the Federal Reserve's pivot to a more dovish stance, financial markets showed signs of stabilizing in March after strong returns in January and February dissipated December 2018 market losses.

Funding Your Living Trust is the Key to Unlocking its Benefits

Revocable trusts offer significant benefits, including asset management (in the event you become incapacitated) and probate avoidance. But the benefits aren't available if you don’t fund the trust.

Create a Road Map for Your Estate Plan

In addition to your legal documents, it's wise to create a “road map” — an informal letter or other document that guides your family in understanding and executing your Estate Plan.

February 2019 Market Recap

Most economic indications from February continued to show strength, allowing financial market participants confidence to push prices higher. All major indices posted positive results...

What You Need to Know About Filing Gift & Estate Tax Returns

Have you made substantial gifts of wealth to family members or are you the executor of the estate of a loved one who died recently? If so, you need to know if you must file a gift or estate tax return

The Importance of Substantiating Your 2018 Charitable Gifts

Donating to charity is a key estate planning strategy for many people. But the IRS could disallow a deduction, even if it’s legitimate, if you fail to follow substantiation requirements...

January 2019 Market Recap

January financial markets saw either a rebound in optimism or a willingness to bargain-hunt exhibited by investors, leading stocks to one of their strongest Januaries in history...

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