“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
Preparing a Will Checklist: 3 Items You Can’t Forget
So, you STILL haven't completed your Will? It’s not nearly as intimidating as you might think. Simply, it’s a legal document that goes into effect upon your death and tells your heirs where you’d...
Will or Trust…Which is Better? A Wealth Manager’s Take
What happens after you die? No, I’m not talking angels or pearly gates. What I really mean is, how are you sure your loved ones are taken care of? Thinking about the future beyond your own death is...
What To Do With Inheritance Money: Your Plan to Make a Plan
If you happen to become the beneficiary of a large wealth transfer, don’t be surprised when everyone around you suddenly becomes a financial advisor. You’ll likely start to receive plenty of advice...
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...