All Wealth Planning Content

Tax Return Considerations During Divorce

Rachael Leberstien, CPA |
Tax Reform
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Don’t overlook this important element of divorce planning.   While not typically top of mind during divorce, taxes are an important consideration, especially completing your tax return.Consult with an attorney or advisor who understands the tax laws so that planning can be done before you agree to a settlement.Being equipped with information regarding divorce,taxes, and your tax return early on can help you work towards a reasonable divorce settlement agreement.


Strategies for Funding Higher Education

Jerry Inglet |
Wealth Planning
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Like any financial goal, planning in advance for the cost of higher education is key. Families need to feel confident their student is getting the right academic experience at the right cost.The appropriate funding strategy can differ widely depending on both student academics, family finances, donor priorities, and unforeseen possibilities.Parents and grandparents alike have many options to assess when determining how to pay for college and higher education.


Is Your Advisor Putting Your Best Interest First?

Jeffrey C. Wolken |
Wealth Planning
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Understanding the importance of working with a fiduciary.  Fiduciaries are responsible for acting in the best interest of the individuals they serve, and are entrusted with a high standard of care. A corporate fiduciary provides experience and objectivity needed to manage family trusts for the long term.Establishing a trusted relationship with an experienced fiduciary is critical to helping you preserve and protect your wealth for generations to come.