Advisor to Client

Give away wealth now, or later Fallback Image Decorative pattern

Tax

Give away wealth now, or later

Instead of giving away assets without thinking, review both the tax and family implications of making a gift

By James Dolan |January 11, 2015

8 min read

Is email on the way out? Fallback Image Decorative pattern

Financial Planning

Is email on the way out?

Email’s usefulness is collapsing under its own weight. Let’s look at two newer solutions you can use to communicate effectively.

January 9, 2015

3 min read

5 tips to set up an accurate trust account Fallback Image Decorative pattern

Financial Planning

5 tips to set up an accurate trust account

If you decide to include a trust for your beneficiaries as part of your financial plan, here are some tips to ensure it's accurate.

By Caroline Cakebread |January 9, 2015

2 min read

The right way to build a family trust Fallback Image Decorative pattern

Financial Planning

The right way to build a family trust

Planning benefits should trump tax savings when you build a family trust. But that doesn’t stop some people from placing assets into trusts expressly to trim their tax bills.

By Melissa Shin |January 6, 2015

3 min read