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Newsletter

Enjoy a sampling of articles from our monthly e-newsletter.  You can sign-up for the newsletter which includes 4-6 articles delivered via email by providing your name and email address under the Newsletter icon in the right column.

  • March 2008  Living Trusts Bring Ease of Mind - Wills and trusts help you maintain control of your assets for both yourself and your heirs.  Choosing between them correctly, or utilizing them both, can save you and your heirs a tremendous amount of time and pain.
  • February 2008  Donating Real Estate to Charities - Donating real estate to a qualified charity can help you accomplish your philanthropic goals without impacting your investment portfolio or current cash flow.
  • November 2007  Selecting a Fiduciary - Building a fiduciary team that has the right skills and qualities to manage an estate and support legacy intentions requires careful planning.
  • September 2007  Using real estate in a retirement plan - Adding real estate to a retirement portfolio can help diversify investments beyond stocks and bonds. This can protect a portfolio from market drops and has the potential to provide cash flow and growth.            
  • August 2007  Managing College Costs: Integrating Savings and Tax Strategies - A holistic approach to financial planning can help high net worth households fund college costs.
  • July 2007  Balancing retirement planning with present lifestyle - To reach retirement and estate goals, affluent individuals need to manage lifestyle expenses, investments and estate planning considerations.  Among other questions they should ask themselves: What will their future cost?
  • June 2007  "Angel Investors" fuel green ventures - Mindful of the uncertainties in a volatile stock market, an increasing number of affluent investors are turning their attention toward private investments—in particular, young companies developing green technologies.
  • May 2007  Dynasty Trusts for the art collector - Buying art can be a great investment.  But since paintings, photographs and sculptures have the potential to rise tremendously in value, art collectors often look to donate their collections to museums as a part of their estate plan.
  • March 2007  Slamming the door on identity thieves - Make sure your financial accounts and electronic information are protected against identity theft by following these steps.
  • February 2007  Creating a charitable giving strategy - Setting up a smart philanthropic strategy will help you maximize all the benefits of your donations.
  • December 2006  Selecting the right fiduciary - Deciding who will control the management and distribution of your assets after you pass away is an essential part of estate planning.
  • November 2006  Interest rates and investing - Adjusting your portfolio as interest rates fluctuate may protect your assets for the long run.
  • October 2006  Welcome to the family bank - If you want to control how your assets are distributed long after you are gone, and avoid estate taxes, a family bank is a great option.
  • September 2006  To love, honor and manage assets - Marriage requires compromises in almost every aspect of a new couple's life.  While many couples take the time to discuss numerous adjustments needed for their new union, they often fail to address one of the most necessary issues; money management.
  • August 2006  Estate planning for collectors - Factoring in valuable collections is a necessary part of a sensible estate plan.
  • July 2006  Benefitting from a private family foundation - Typically, households select a few charities that appeal to them and simply send in a check. However, in recent years people have increasingly moved away from this “checkbook philanthropy” and instead have set up their own private family foundations to achieve their philanthropic goals.
  • June 2006  Rekindling the value versus growth debate - With growth poised for a comeback, now is the right time to re-evaluate your portfolio.
  • May 2006  Managing beneficiary designations - Properly designating the beneficiaries of your assets is an essential component of sound estate planning.
  • April 2006  Crafting a college savings plan - Families preparing for the next generations educational expenses should consider the potential benefits of three main savings vehicles; Section 529 Plan, Coverdell and UTMA.
  • March 2006  Taking your portfolio international - Exposure to foreign markets is an increasingly important component of a diversified investment strategy.
  • February 2006  Talking to your children about wealth - Open communication and an emphasis on philanthropy can help ensure you pass on the right value system.
  • January 2006  Is your portfolio really diversified? - Holding a portfolio that is not optimally diversified is one of the most common investment traps, but fortunately one that is entirely avoidable.