GRATs: An Unexpected Bridge to Philanthropy
Our Director of Estate Strategy, Dave Jones, JD, LLM, CFP®, shares how a Grantor Retained Annuity Trust (GRAT) can offer peace of mind for family priorities, and open the door to charitable…
Estate Planning Gold: Insights from Warren Buffet’s 2024 Letter
Join Director of Estate Strategy, Dave Jones, JD, LLM, CFP®, as he explores Warren Buffett’s timeless insights on estate planning, highlighting actionable principles to guide thoughtful and…
‘Tis the Season: Maximizing Gifting Exclusions for Family
Director of Estate Strategy, Dave Jones, JD, LLM, CFP®, explains how to optimize the impact of your year-end family gifting by leveraging tax exclusions for education, medical expenses, and…
How the Corporate Transparency Act (Surprisingly) Might Impact You
Dave Jones, JD, LLM, CFP® Senior Vice President and Director of Estate Strategy, explains the Corporate Transparency Act, the types of entities impacted but often overlooked, and pragmatic…
The “Blocking and Tackling” of Estate Planning
Dave Jones, JD, LLM, CFP® Senior Vice President and Director of Estate Strategy, dives into how estate planning can be broken down into blocking and tackling— much like football—to create a…