CRUT Strategies: Turning Appreciated Assets into Lifetime Income and Future Giving
Selling a highly appreciated asset — such as a rental property that’s doubled in value — can trigger a major...
Historic Property Renovations: Passion, Planning, and Tax Advantages
Oct 31, 2025
Buying a historic home can feel like owning a piece of history — but restoring it is often more of...
How Valuation Discounts Reduce Taxable Gift Value — and When They’re Legitimate
Oct 29, 2025
When you gift assets to children, the value of the gift is what matters. Cash is simple. Fifteen thousand dollars...
Gifting to Children: How to Start Without Rushing the Process
Oct 24, 2025
A sudden rise in net worth — from a business sale, market gain, or windfall — can create urgency around...
Starbucks, Walgreens, and the Case for Diversification: Triple Net Lease Strategy
Oct 24, 2025
Real estate can be a powerful complement to a traditional portfolio, especially when structured for predictable cash flow and lower...
When a Roth Conversion Makes (and Doesn’t Make) Sense
Oct 17, 2025
Deciding whether to convert a traditional 401(k) to a Roth can feel like a guessing game — one that depends...
When Family and Finance Collide: Managing Concentration Risk
Oct 10, 2025
It’s not uncommon for family and finance to intertwine—especially when a relative’s business takes off. I recently spoke with someone...
Spend It or Save It: When Couples Disagree on Legacy
Oct 10, 2025
One spouse wants to enjoy the wealth they’ve built, while the other wants to preserve more for the next generation....
Myth or Money: Should You Really Ditch Stocks at 65?
Oct 3, 2025
One common belief in retirement planning is that once you reach age 65, you should shift most of your portfolio...
The Capital Call Dilemma: Double Down or Walk Away?
Oct 1, 2025
One of the hardest parts of alternative investing is what happens when things don’t go as planned. We hear this...