Estate Plan Communication: Why Talking to Your Family Is the Most Overlooked Planning Step
An estate plan should be more than the legal minimum. Foundational documents such as wills, revocable trusts, powers of attorney, and healthcare proxies are a great start. For more affluent families, additional trusts and advanced structures may further enhance tax efficiency and asset protection. Keeping those structures aligned with current tax law and properly modeling liquidity are […]
Week of February 22, 2026 – Weekly Economic Commentary
“Head-spinning” is the word for the week. The Supreme Court rejection of many (not all) of President Trump’s tariffs served to sweep under the rug an almost embarrassing scramble to explain how the fourth quarter GDP estimate came in so far below projections, while the broad-based measure of inflation known as the Personal Consumption Expenditures […]
Choppy Waters as Policy and Geopolitics Compete – February 23, 2026
Good morning, Investors began last Friday focused on Iran; by week’s end, attention had shifted to the Supreme Court’s decision striking down President Trump’s global tariffs implemented under the International Emergency Economic Powers Act (IEEPA). Another distraction — and another potential source of near-term volatility. Equities edged modestly higher through a choppy week as investors […]