Individuals and Families Do I Need a Financial Advisor? Here are some questions that might help you decide if working with a financial advisor is the best strategy for you.
Estate Planning Estate Planning Documents Everyone Should Have The basic message is that most people think estate planning is important but are often confused about how to get it done. So, what are the basic estate planning documents every adult should have?
Individuals and Families Financial Planning for LGBTQ+ Couples LGBTQ+ partners face unique complexities in financial planning. A skilled financial advisor with an acute understanding of the legal protections and rights for LGBTQ+ partners can help couples achieve their plans and goals.
Individuals and Families Planning for Long-Term Care Needs Understand the critical aspects of long-term care planning, from assessing costs and insurance options to managing care through various types of policies, ensuring quality of life and financial security as you age.
Individuals and Families Mitigating State “Millionaire’s Tax”: Filing Separately in Your State May Provide Relief With the passage of the Tax Cuts and Jobs Act of 2017 that eliminated the “marriage penalty” tax brackets, filing a joint federal tax return has mainly become a foregone conclusion for married couples. Under certain circumstances, couples may still opt to file separately. Partner Dan Park and Principal Cheryl Donaldson outline several factors that warrant careful consideration and planning when filing your taxes.
Family Office Engaging the Next Generation on Family Wealth Teaching young adult children about wealth can be a challenge. Although circumstances may vary, most families want to impart on their children a solid understanding of their wealth, creating opportunities for younger generations to continue growing the family’s resources.
Corporations Is Your Business Sellable? Many owners run their businesses without an exit plan in mind. Then when the time comes to sell, they find out that the way they’ve been running their company isn’t attractive to prospective buyers or that they will only buy the business at a meaningful discount.
Individuals and Families Top 7 Financial To-Dos After a Divorce You've just signed your divorce papers, and you're now ready to put all the stress of the long and complicated process behind you. What should your next steps be?
Cross-Border Planning Cross-Border Tax Complexities More than ever, foreign professionals are coming into the United States to work. However, incoming workers need to understand the numerous potential tax traps they face.
Individuals and Families Approaching Art Learn key insights on collecting art effectively, understanding market trends, the role of art advisors, and strategic approaches to managing and preserving your art investments.
Individuals and Families How High-Net-Worth Families Pay for College October 6, 2025 - High-net-worth families can often afford college outright, but thoughtful planning turns tuition into a strategic opportunity. From 529 plans and trusts to insurance and gifting…
Economic and Market Outlooks Video: October 2025 Economic & Market Outlook October 1, 2025 - “Giddy” isn’t a word we usually associate with Partner and Chief Equity Strategist Jim Lebenthal. However, in this Monthly Outlook, he shares some of the signs…
Estate Planning The Power of Substitution October 2, 2025 - The grantor trust is a popular estate planning tool that allows assets to be removed from an estate while still being taxed to the grantor.…
