Individuals and Families Sudden Wealth Planning Partner Matt Olver shares practical tips for people who experience a sudden financial windfall.
Economic and Market Outlooks What’s On Our Minds This Week Despite sharp volatility and trade policy uncertainty in the first half of 2025, markets are flexing a newfound optimism about the path forward.
Estate Planning Which Is Better-A Will or Revocable Trust? A common decision when creating an estate plan is whether to use a will or a revocable living trust. There is a lot of confusion about when one should be used over the other. The answer is heavily dependent on which state you live in and what type of assets you own. In other words, […]
Estate Planning A Primer on Planning for a Special Needs Child Special needs planning is designed to provide a way to take care of a disabled family member without disrupting the individual’s eligibility for government benefits.
Individuals and Families Understanding Your Medicare Options Soon-to-be retirees about to turn 65 have an important choice to make regarding their health insurance. Specifically, do you go with traditional, public-sector Medicare, or do you combine that approach with a privately-administered Medicare “Advantage” plan?
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 How to Bring Your Business Value Up Before You Sell Preparedness planning is an essential tool for any owner interested in selling their business for maximum value. It provides a framework for owners to take control of their exit and it also minimizes perceived risk by a potential buyer that may create a discounted value at sale.
Individuals and Families Staying in the Marital Home After Divorce: Emotions vs. Economics As someone contemplates divorce, one of the most common concerns, after custody of the children, is whether either spouse will be able to continue living in the marital home. Most likely, the home has significant emotional value. It could represent heartfelt memories of raising your family during happier times or it could be the location […]
Cross-Border Planning Cross-Border Tax Complexities Exploring the Unique Tax Complexities Faced by Foreign Professionals Coming into the U.S.
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.
Incentive Stock Options Incentive Stock Options and the Alternative Minimum Tax Catch-22 July 8, 2025 - Here’s why AMT can be problematic: If you exercise enough incentive stock options and continue to hold the stock from the options you exercised, you…
Economic and Market Outlooks Video: July 2025 Economic & Market Outlook July 1, 2025 - The financial markets seem to be sending us a message about presidential policies and the “Big, Beautiful Bill.” Jim Lebenthal explores what they might be…
Cross-Border Planning Portugal for U.S. Expats July 2, 2025 - This Insight examines the key considerations for U.S. expats considering a move to Portugal, whether as full-time retirees, part-time residents, digital nomads, or investors seeking…
