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Legacy and Estate Planning – The Language of Trusts
The Language of Trusts One of life’s little surprises comes when confronted with a trust containing language that looks like it was written in English, but is not easy to translate. Since trusts are widely used for a variety of estate planning purposes, we have...What is “Holistic” Financial Planning?
“ho·lis·tic” adjective Characterized by comprehension of the parts of something as intimately interconnected and explicable only by reference to the whole. You see the word “holistic” a lot more than you used to nowadays. That’s because more and more...
Breaking Down the SECURE Act 2.0
On December 23, Congress passed the Consolidated Appropriations Act of 2023. This is what’s known as an “omnibus spending bill”. (The word omnibus means that multiple measures were packaged into a single document.) The bill authorizes $1.7 trillion in government...
The Financial Stress Toll (of Late)
In a recent survey by the American Psychological Association, more than 80% of American adults said they were feeling increased financial stress due to: Higher inflation (87%) Ongoing supply chain issues caused by the pandemic (81%) Global uncertainty due to the war...
