IRA Trusts Can Help Your Kids

Baby boomers and seniors tend to have a large concentration of their wealth in tax-qualified accounts like IRA, 401k, and 403b accounts.  I’ve met hundreds of clients who have worked …

Don’t Trust Your Son-In-Law?

Most parents don’t openly express that they aren’t thrilled about their adult children’s marital decisions.  That said, with divorce rates exceeding 50%, many families do consider the potential of their …