What to Do if You Are Laid Off: Tips From Pros on Everything From Budgeting to Finding Another Job
May 24, 2023 – Principal and Managing Director, Frank Corrado was featured in Barron’s discussing ‘What to Do if You Are Laid Off: Tips From Pros on Everything From Budgeting to Finding Another Job.’ “Assessing the quality of a client’s job status is part of our risk tolerance questionnaire,” Corrado said. “And we have conversations […]
Swapping Assets Can Be Tax-Friendly Move For Some Trusts
May 22, 2023 – Principal and Managing Director, Frank Corrado was featured in Financial Advisor Magazine discussing ‘Swapping Assets Can Be Tax-Friendly Move For Some Trusts.’ “The grantor could swap cash or high-basis assets with the trust before death so that the appreciated assets received from the trust will receive a step-up in basis,” Corrado […]