“Off the Wall” Blog
Manage Multi-Generational Wealth
If there’s one thing our clients tend to agree on, it’s that family comes first. We help our clients plan for a smooth wealth transfer across generations, making sure their wishes and wealth intentions are honored.
Whether we’re strategizing with a client and Estate Attorney about a future wealth transfer or helping someone with newly inherited wealth define their goals and wealth plan, we always start with a thoughtful, honest, considered conversation with our Team. Only then can we co-create a comprehensive Private Wealth Design based off your goals and priorities.
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Articles on Managing Multi-Generational Wealth
Is life insurance worth it? Don’t think twice.
Think life insurance is a complete waste of money? You’d be dead wrong. The truth is, when planning over the course of a lifetime, an insurance policy is an irreplaceable component of your financial...
Finding the Silver Lining: 8 Wealth Planning Opportunities
If you’re like me, you’ve been seeking out the silver linings in these unprecedented times. Albert Einstein said it most succinctly: “In the middle of difficulty lies opportunity.” And that’s...
Three reasons it’s time to reconsider Roth conversions
The benefits of Roth conversions seem obvious: having better control over taxable income in retirement (a Roth may lessen or eliminate your required minimum distributions), possibly paying less in...
Are Your Kids Prepared to Inherit Wealth?
Look, I get it, talking about money with your adult kids feels taboo. When they were young, you wanted them to feel taken care of, but it wasn’t important they understood what money conceptually...
Education Funding: Financial Aid and Student Loans
Financial aid can help cover the costs of an undergraduate or graduate education. For some parents, federal and private loans provide an added benefit of having their child personally invested in...
Congratulations! You’re going to college! So what are you going to do about money?
For years, your mission in life was to get into college. Now that you’ve cleared that hurdle, it’s time for some more grown-up goals, especially related to money. It’s time to prove that when you...