Fall is a time of transition. Depending on where you live and your family’s traditions, the shorter days and cooler temps of autumn could signal that it is time to ditch the short sleeves in favor of long sleeves, pack away the bicycles and tune up the ski equipment, store the lawnmower and test the […]
Continue reading…The Wealth Advisor
Your Estate Planning Team Roster Imagined as a Football Squad
November is an exciting time in the world of sports. Baseball is fresh off the World Series, the NBA and NHL seasons are starting to hit their stride, and the NFL is at the halfway point as the annual Thanksgiving slate of games approaches. Football is by far the most popular sport in America and […]
Continue reading…What You Need to Know About Transferring Your Season Tickets
In many parts of the United States, football is more than a sport—it is a way of life and a passion that we often share across generations. While a fan might pass down their love for an NFL or college football team to family, passing down season tickets to them is another matter. Each team […]
Continue reading…The Results Are In
The results from the 2024 election are in, and although we still have weeks remaining before the 119th Congress takes office and the new president is inaugurated, there is finally clarity about an election that has been called the most important in our lifetime—and even in US history. Hyperbole is the norm in any election […]
Continue reading…Lessons in Estate Planning from Rain Man
Rain Man is one of the most iconic American movies of the 1980s. Starring Tom Cruise and Dustin Hoffman, it won four Academy Awards, two Golden Globe Awards, and was the highest-grossing film of 1988. Although secondary to the main plot, several estate planning threads run through Rain Man, including those related to trusts, beneficiaries, […]
Continue reading…