by Arian Nelson | Nov 18, 2024 | Featured Article, Guidance for Widows
You and your spouse have done everything right financially. Except you didn’t consider the impact when one of you dies first. Preparing for the financial aftermath of a spouse’s death is crucial. Even with diligent retirement planning, the financial... 
by Kevin Toler | Oct 22, 2024 | Charitable Giving, Political Contributions
A short while back, you might have read the headlines about Yvon Chouinard, a reluctant billionaire and founder of Patagonia, giving away his 3 billion dollar company. Rather than sell it off or give it to his children, he transferred 98% of the company to a newly... 
by Arian Nelson | Oct 15, 2024 | Featured Article, Guidance for Widows
Losing a spouse is an emotionally devastating event that abruptly brings an array of financial and administrative tasks. In the fog of grief, there is no easy guidebook for what can seem like trivial details and yet can have significant, long-term impacts. It is... 
by Kevin Toler | Sep 26, 2024 | Featured Article, Tax Planning
Navigating the complexities of the Alternative Minimum Tax (AMT) can be a significant challenge for high-income earners. Still, it’s a key part of optimizing tax strategies. Originally designed to prevent wealthy taxpayers from avoiding their fair share of... 
by Kevin Toler | Sep 6, 2024 | Featured Article, Political Contributions
I still remember the day I decided to donate to a political candidate. After hearing a particularly inspiring speech I made a fairly decent donation to the campaign, in hopes that it would go to support the policies and issues that mattered most to me. I immediately... 
by Kevin Toler | Aug 8, 2024 | Charitable Giving, Featured Article, Tax Planning
Our clients, George and Kate, are busy raising their three elementary-school-age children and renovating a home in California. George was on the ground floor of a tech start-up bought by a larger, publicly traded company. Nearly ten years later, he continues to work... 
