Involving Adult Children in Your Financial Affairs
Planning ahead while you’re healthy is one of the most effective ways to protect both your finances and your independence. The reality is many of us will need some level of support as we grow older. Research suggests about a third of individuals ages 65 and older suffer from mild to significant cognitive impairment, and […]
Passing Financial Values to the Next Generation
Leaving a legacy is about more than just money. Here are the do’s and don’ts for establishing a shared family value system that can span generations. Silicon Valley is teeming with garages famous for giving birth to much of the modern technology industry. One of them belonged to Derek and Susan Hine. That’s where […]
How to Plan Around Estate Tax Uncertainties
Key takeaways: Estate tax uncertainties Although federal estate tax exemptions are historically high, consider how your estate plan can protect your heirs in case tax laws can change. State estate taxes may still apply even when federal estate taxes do not, making proactive planning important for high-net-worth households. An A-B trust, grantor retained annuity trust, […]