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Your wealth plan shouldn’t sit still. Neither do we. That’s why our advisors have access to an in-house team for all things wealth management. Because when advisors have access to a more collaborative approach, you get access to more sophisticated solutions.

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2023 Tax Planning Strategies

Aug 24, 2023

We may not be at the end of the year yet, but now is the time to start end-of-year tax planning. Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor, share ways to minimize the amount of taxes you’ll pay for 2023. They’ll cover tax planning strategies like capital gains, tax loss harvesting...

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Intentionally Defective Grantor Trusts

Aug 10, 2023

On this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Jake Kern, managing director and senior wealth advisor, discuss the powerful strategy of Intentionally Defective Grantor Trusts (IDGTs) and how they can benefit you. An IDGT is a trust that is intentionally drafted to be "defective" for...

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