Awards

Simple definitions to help you make sense of how trusts can protect your wealth. Designed to educate and empower you to work as a partner with the financial professionals you hire and understand their recommendations. These are some of the most important terms to learn to gain a better understanding of trusts and how they can safeguard your property.

While there are many ways to accomplish your charitable giving goals both during your lifetime and after your death, one of the simplest and most effective ways can be to designate a charitable beneficiary for your individual retirement account, or IRA. Here’s why we often recommend that our clients consider this approach.

Trusts can be intimidating. Few of us grow up learning what they are, and unless we study law or finance, they often remain a mystery. It’s not surprising, then, that so many families make mistakes with trusts. However, with the right education and guidance, you can avoid these common errors, protect your assets, and preserve your wealth.

Families with the means and flexibility to choose where they live are often drawn to Florida with its warm winters, beautiful beaches, rich culture, and favorable tax code. If you are anticipating a liquidity event or a life change such as retirement, you may be wondering whether Florida is an advantageous place to call home.

Where you reside has a substantial effect on how much you pay in taxes. Families with the means and flexibility to choose where they live, particularly those anticipating a liquidity event or a life change such as retirement may be looking for a more tax advantageous place to call home.

Is a second wife always destined to be a force of disruption in a business family? Amy Hart Clyne Chief Knowledge & Learning Officer and her co-author Dennis Jaffe BanyanGlobal Senior Research Associate explored this question in their book Finding Her Voice and Creating a Legacy. Clyne and Jaffe offer real-life stories of women who have transcended the cliché of the “second wife” and embraced the opportunities for family development and engagement.

Three major developments drove markets in the first quarter — the pandemic, war in Ukraine and the Federal Reserve’s increasingly hawkish stance as it tightens monetary policy.

Industry veteran brings more than two decades of legal, tax, and wealth management experience in newly created position.

Equity Strength vs Rising Inflation and the Fed

We must be prepared for noise in the capital markets as governments, companies and individuals work to find their footing in the wake of the pandemic and the unprecedented responses to it.