Blog by Pablo

The Virtues of Simplification
Financial simplification is a gift not only to you but to anyone who will have to make sense of your estate or trust. It's helpful to "Marie Kondo" your financial house as much as possible!
November 06,2022 09:54 AM - Comment(s)
What is a Donor-Advised Fund?
A lot of financial institutions are pushing clients hard into Donor-Advised Funds. When do they make sense and when are you better off using other strategies?
June 16,2022 01:44 PM - Comment(s)
How to Fairly Divide Family Heirlooms
Often it isn't just the money that causes hurt feelings in an estate. How do you navigate the tricky business of dividing up items that have a lot of emotion attached?
June 13,2022 09:57 AM - Comment(s)
Dynasty Trusts - Not Just for the Uber-Wealthy
Dynasty Trusts help wealthy families shield assets for future generations. They can also be useful for the rest of us.
May 18,2022 09:27 AM - Comment(s)
Charity Begins at Home
Charitable Remainder Trusts are a useful tool for clients who hold highly appreciated assets. They can generate tax savings more than large enough to cover the charitable component.
May 10,2022 09:27 AM - Comment(s)