How to Choose a Wealth Manager: 3 Traits That Matter Most
Choosing a wealth manager is one of your biggest financial decisions. Here’s the 3-trait framework — integrity, competence, experience — to get it right.
Wealth Planning
Midyear Financial Checkup: Your 2026 Action Plan
A midyear financial checkup helps high earners rebalance, harvest tax losses, and put idle cash to work before December. Here is your 2026 checklist.
Business Succession Planning
Business succession planning is making logistical and financial decisions about who will take over your company in the event of
Planning for Incapacity
Why Is Incapacity Planning Necessary? Estate planning is not only having a plan in place to distribute your property and
New Estate and Gift Tax Laws for 2022
Estate Tax Increase Exemptions Federal Estate Tax Exemption The federal lifetime gift, estate, and GST estate tax exemption level will
Five Tax Strategies for Retirement
1. Roth Conversion How Does a Roth Conversion Work? When you transfer money from a traditional retirement plan to a
Stop Getting Shortchanged by Your Financial Advisor
KEY TAKEAWAYS: Eighty-five percent of successful business owners work with financial advisors—but 79 percent have hired less-than-capable advisors, while 74
How Scenario Planning Helps You See the Many Roads Ahead
What lies ahead for your business and industry? You can’t know with 100 percent certainty—but you can think through likely
How can LEAD help you?
One way to look at the market is that we are ready to grow, another way to look at it
Maximizing The Step-Up Basis
Recent legislation was going to reduced estate tax exemption for 2022, however, insufficient support is leaving taxpayers with an exemption