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Insights

3 Strategies to Consider Before Selling an Investment Property

September 28, 2024
As you think about retirement, if you own real estate, you may be wondering if it’s time to cash...
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SLATs: A Marriage of Tax Benefits and Flexibility

September 27, 2024
An irrevocable trust can be a powerful estate planning tool, allowing households to reduce estate tax liabilities, shelter assets...
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The Dec. 31 Deadline for RMDs: What You Need to Know

September 27, 2024
With the end of the year approaching, it’s time to make sure you’ve taken, or have a plan to...
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Strategies for Managing Concentrated Stock in a Diversified Portfolio

September 21, 2024
A concentrated stock position that might help create wealth could eventually present risks to your portfolio and financial peace...
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Set Your Family Up for a Successful Family Meeting

Set Your Family Up for a Successful Family Meeting

September 19, 2024
On this episode of Your Life Simplified, hosts Whitney Reagan , wealth advisor, and Daniel Sharkey , senior wealth...
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Benefits of a Directed Trustee vs. a Corporate Trustee

September 12, 2024
Selecting a corporate trustee to oversee the administration and management of a trust is a challenging and unique decision...
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Five Reasons to Use a Corporate Fiduciary

September 8, 2024
Many important decisions regarding the transfer of your wealth are made when working with an estate planning attorney. However,...
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The Value of a Family Meeting

The Value of a Family Meeting

September 5, 2024
Family meetings may sound daunting and challenging but they don’t have to be. Hosts Whitney Reagan , wealth advisor,...
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In The End, Rational Thinking Prevails. We’re Maintaining Our Constructive Thesis.

September 4, 2024
“It doesn’t matter how smart you are unless you stop and think.”                   —Well-known economist Thomas Sowell Nothing...
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GRATs: Understanding a Popular Estate Planning Strategy

September 3, 2024
For wealthy families, asset growth can be expensive: Every dollar of appreciation above the estate-tax exemption limit ($13,610,000 per...
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A Look Down the Passageway: New Room Coming Into Focus

September 3, 2024
All who have followed my writings over the last two years recognize the “Passageway” theme. It is a thematic,...
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Charitable Giving Strategies: Preserving Wealth While Making a Difference

September 2, 2024
Members of high-net-worth households frequently have complex planning goals. Making an impact through philanthropy is often a high priority....
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Podcasts

Your Life Simplified

We can help you take the complex and make it simple. Our podcast hosts Mike and Valerie share need-to-know insights about finances and wealth.

LATEST EPISODES

#148

Fixed Income Explained

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November 14, 2024
#147

Scary Financial Mistakes to Avoid

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October 31, 2024
#146

2025 Estate Tax Exemption

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October 17, 2024
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