Tag: Estate Planning

On Watch – June 2020

The latest edition of On Watch is now available for download. This issue features articles about appointing a corporate executor or agent, summer financial literacy classes and activity ideas for kids of all ages, and medical directives and other basic estate planning documents. Contributors to this issue are Phyllis L. Joe, JD, LLM, Lissa S….

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POSTED IN: Administration, Estate Planning, On Watch, Planning

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On Watch – April 2020

The latest edition of On Watch is now available for download. This issue features articles about creating and funding Grantor Retained Annuity Trusts (GRATs), making Roth IRA conversions in the current market environment, and using intrafamily loans in the current low interest rate environment. Contributors to this issue are Leslie Kiefer Amann, JD; Richard A….

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POSTED IN: Administration, Investments, On Watch, Planning

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On Watch – September 2019

The latest edition of On Watch is now available for download. This issue features articles about holding and managing family business interests in trust, making air travel and airport security easier, and a special interview with our new Managing Director and Chief Investment Officer, Todd A. Burchett. Contributors to this issue are Ross W. Nager,…

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POSTED IN: Administration, Investments, On Watch, Planning

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