Wealth Advisory contains topics on relevant updates in the wealth management industry that apply to our clients and their future generations. Our most recent articles focus on the advantages of planning for the future, including matters specific to long-term care planning, family office planning, retirement planning, college and estate planning and more.

March 26, 2015
Published by Melysa Latham on March 26, 2015
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Asset Protection Planning: QPRTs

Print Article Qualified Personal Residence Trust Introduction It’s natural for us to want to hold onto our valued assets, especially our home. The thought of gifting […]
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February 18, 2015
Published by Melysa Latham on February 18, 2015
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Tax Planning 2015

Print Article Tax Law Changes Introduction A new year also brings new changes in U.S. policies that can have an effect on your current financial situation. Proper […]
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February 18, 2015
Published by Melysa Latham on February 18, 2015
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Asset Protection Planning

Print Article Be Safe, Not Sorry Introduction They say it’s better to be safe than sorry. When it comes to asset protection planning, this statement couldn’t […]
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August 27, 2014
Published by Melysa Latham on August 27, 2014
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Flexible Spending Accounts

Print Article Saving, Flexibly. Introduction Flexible Spending Accounts (FSA)s were introduced in the late 1970s as a response to the growing concern of rising cost of […]
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August 27, 2014
Published by Melysa Latham on August 27, 2014
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Health Savings Accounts

Print Article Introduction Retirement accounts are the most commonly used tax sheltered accounts. Another less commonly known savings tool is an HSA (Health Savings Account). HSAs […]
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May 16, 2014
Published by Melysa Latham on May 16, 2014
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Family Matters

Print Article Long-Term Care Insurance With an aging population and longer life expectancies, caring for an older family member can be a strain on a family, […]
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March 25, 2014
Published by Melysa Latham on March 25, 2014
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Family Office Planning

Print Article Family Office Planning Wealth has the ability to help families achieve their personal goals, start businesses, foster employment and support charitable organizations—all in all, […]
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January 27, 2014
Published by Melysa Latham on January 27, 2014
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Case Study on 401k and ERISA Regulations

Print Article Three Weddings and a Funeral When it comes to protecting your assets, covering all of your bases is a best practice. The Employee Retirement […]
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January 27, 2014
Published by Melysa Latham on January 27, 2014
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Estate Planning

Print Article Estate Planning, Explained. In planning for the future financial state of your family, it is imperative to think about how your wealth will be […]
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