What are the estate taxes, how are they calculated, and how can adding trusts to your estate plan help you avoid them?
The Basics of Estate Planning
Since property can pass through or outside of probate, often, an estate planning attorney can help you decide on the best plan for you.
What Are the Differences Between Banks and Custodians?
What are the differences between banks and custodians? What are they, how do they operate, and why do we choose them?
Bonds Are Down, but It’s Not All Negative
Rising interest rates are affecting bond prices adversely, but will bond prices hurt long-term investors’ portfolios?
How Does Inflation Affect Bond Returns?
When bond prices change due to credit changes or unanticipated inflation, investors can experience real bond return losses.
Understanding Bond Returns
What are the sources of bond returns? How do bond valuation techniques (credit and interest rates) affect bond prices?
Should You Have a Backup Budget? (part 2)
How do you create a backup budget and how can this exercise lead to a more nuanced risk capacity analysis?