A Strategic Approach to Buying a Yacht

Wealth Planning
Yacht Article NC.jpg

Customized financing and tax and ownership advice can help amplify the benefits of your purchase. When it comes to purchasing a luxury marine craft such as a yacht, it’s important to ensure that you understand all the implications that come with it before you dive in.Considerations such as ownership structure, taxes, insurance, and where to register your yacht are equally important.

Read More...


Integrating Estate Planning and Borrowing

Andrew Horwitz |
Tax Reform
Tax Reform and Leverage NC.jpg

Uncovering opportunities under the new tax law.   Tax reform significantly increased the ability of high-net-worth individuals and families to pass wealth free of estate, gift, and generation-skipping transfer taxes, while increasing the importance of income tax planning. Borrowing or leverage strategies can be a critical component to protect wealth for your family by minimizing risk and reducing taxes.

Read More...


How to Build Credit After Divorce

Anne Kelligrew St.Clair, CIMA |
Wealth Planning
Credit-after-Divorce-NC.jpg

Build credit and gain the confidence and direction you need to succeed in your new life. Realizing your credit record and score isn’t quite what it was when you were one-half of a married couple can be very distressing.Even if you received a lump sum settlement, you may still need to show prospective lenders that you are a reliable borrower.There are simple ways on how to build credit after divorce and keep from making the kind of missteps that can be hazardous to your wealth.

Read More...