Summer 2007

Strategies for Handling Market Volatility

Keeping your cool can be hard to do when the market goes on one of its periodic roller-coaster rides. It's useful to have strategies in place that prepare you both financially and psychologically to handle market volatility. More Details


The Power of a Dynasty Trust

Taxes can take an enormous bite whenever substantial wealth is being handed down, and over time they can erode a family's fortune. This can be troublesome to individuals who would prefer to have their legacies benefit their own family members. It's from these circumstances that the dynasty trust evolved. More Details


Grandparents Help with Ever-Rising College Costs

Helping to finance a grandchild's college education can bring great personal satisfaction and is a smart way for grandparents to pass on wealth without having to pay gift and estate taxes. So what are the best ways to accomplish this? More Details


Ask the Experts: Should I have a prenuptial agreement?

Although no one gets married with plans to divorce, the sad truth is that many marriages do end that way. For some couples, it can be prudent to have a prenuptial agreement. More Details


Ask the Experts: What is a postnuptial agreement?

A postnuptial agreement is a legally binding contract between a husband and wife. It's similar to a prenuptial agreement, but it's signed during the marriage, not before. More Details