by SDP Team | Mar 4, 2017 | Estate Planning
What to check (and double-check) before you leave this world. Create a will if you do not yet have one. A valid will may save your heirs from some expensive headaches linked to probate and ambiguity. A solid will drafted with the guidance of an estate planning...
by SDP Team | Mar 4, 2017 | IRA
What is it? What kind of benefit could it provide? Seemingly everyone has heard of an IRA, but few people know about IRA trusts. Perhaps more people should, for an IRA trust may provide a way to “stretch” IRA assets for decades to benefit multiple generations. An IRA...
by SDP Team | Mar 3, 2017 | Small business
How Traveling More Can Help Hone The Skills Needed To Be A Successful Entrepreneur Road trips usually start with a bold and outlandish idea, which is what makes them a distinctly American tradition. Our most recent one began with a meeting in Los Angeles. We live...
by SDP Team | Mar 1, 2017 | Money
The habits and values of wealthy Americans. Just how many millionaires does America have? By the latest estimation of Spectrem Group, a research firm studying affluent and high net worth investors, it has more than ever before. In 2015, the U.S. had 10.4 million...
by SDP Team | Feb 27, 2017 | Financial Planning
How The Wealthy Harvest Losses For Gain As part of investing and advising and reviewing, family offices routinely look for ways to optimize their after-tax returns through tax loss harvesting. Below are some tips from the pros. Look for opportunity. Investors can...
