Archive for January 2026
The New Rules for Charitable Remainder Trusts in 2026
By Brett Gottlieb If you’re like many of our clients, charitable giving is part of your overall financial plan. Charitable remainder trusts (CRTs) generate income during your lifetime, give you…
Read MoreConsidering Retirement? Take It for a Test Drive
By Brett Gottlieb Are you ready for retirement? Countless people look forward to the day when they can exit the daily grind, but retiring before you’re ready can cause more…
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