How Alternative Investments Fit Into Estate Plans
By Alex Weiss CFP® | President & Wealth Advisor Alternative investments can create friction in the conversation about estate planning. When someone is looking to fund their estate plan, we need to consider how tax liabilities will be funded. Now take alternative investments like privately held businesses, and you encounter a number of variables that…
Who Left The Lights On? Handling Shared Vacation Homes
We’re reaching the end of summer, and we’ve heard quite a few stories about family vacation properties. There’s a lot of emotion tied up in the topic. Families go for a good time. They go for gathering. And as this world has gotten so global, this may be the one or two times a year…
Fishing With Dynamite
As I alluded to in a previous article, I was very much looking forward to the Genesis Invitational PGA event being held down the street from me. There are so many reasons to love PGA events, even for the non-golf nuts; beautiful landscapes, house snooping, food, drink and lounge areas to name a few, but…