Revocable Trust vs. Irrevocable Trust: Which Is Best for You?

By Michael Cherewka, Esq. Trusts allow you to avoid probate, minimize taxes, provide organization, maintain control, and provide for yourself and your heirs. In its most simple terms, a trust is a book of instructions wherein you tell your people what to do, when. While there are many types of trusts, the major distinction between…

2nd Quarter 2018 – Market Commentary

By Gary C. Sanger, Ph.D., CFA It has been six months since passage of the Tax Cuts and Jobs Act, and we are beginning to see its stimulative effects on the U.S. economy. The post-recession bull market is now over nine years old, and shows no signs of slowing in the near future. Despite this…

10 Types of Trusts: A Quick Look

By Michael Cherewka, Esq. Considering the myriad of trusts available, creating an estate plan that works can seem daunting.  Here’s a look at the basics of ten common trusts to provide a general understanding. All you need to do when meeting with an estate planning attorney is share your goals and insight into your family…

2nd Quarter 2017 – Market Commentary

By Gary C. Sanger, Ph.D., CFA U.S. economic growth remains modest, but we are in the third longest recovery in history. As in the past several years, Q1 economic growth was slow at 1.4%. The Conference Board reported that U.S. leading economic indicators rose 0.3% in May, signaling continued expansion. Unemployment continues to drop, leading…