Insights related to Family Office, Trust and Consulting Services from Oxford Financial Group, Ltd.
November 11, 2020
Election 2020: Outcome Still Cloudy but the Fog Is Lifting
We are just over one week removed from Election Day and the final results of the 2020 election are still being tabulated.
October 23, 2020
Low Interest Rates and Charitable Planning Strategies: Turning Lemons into Lemonade
Previously, as part of our series of articles, The 2020 Estate Planning Trifecta and Sprints, Marathons and Hurdles: Estate Planning Techniques for 2020, we explored short-term and long-term...
August 19, 2020
Sprints, Marathons and Hurdles: Estate Planning Techniques for 2020
In our article, The 2020 Estate Planning Trifecta, we discussed the perfect storm of elements that should drive clients to consider estate planning strategies.
May 20, 2020
The 2020 Estate Planning Trifecta
At times, the extremes of a negative event are matched by the extremes of a positive planning opportunity, and such is the case with our current market, economic and tax law environment.
April 7, 2020
Critical Estate Planning Check-Up For Uncertain Times
IN BRIEF Our current environment reminds us of the importance of taking care of the basics when it comes to estate planning, in particular the following items: Durable Financial Power ...
March 31, 2020
Unpacking the Coronavirus Aid, Relief and Economic Security Act (CARES Act)
The last two weeks have seen a flurry of federal and state announcements regarding tax relief and business measures related to COVID-19.
February 5, 2020
Does the SECURE Act Make Your Estate Planning Unsecure?
Those who are victorious plan effectively and change decisively. They are like a great river that maintains its course but adjusts its flow.
August 26, 2019
Trust but Verify
When considering the appointment of a Trustee in connection with your estate plan it is vital that careful consideration be given to the selection of your Trustee.
June 14, 2019
Peace, Preservation and Passing Down Property
Maybe it’s a lake home that’s been a family destination for generations, a place where grandchildren learn to ski and spend their days with cousins at the sand bar.
April 4, 2019
The Adaptable Spousal Lifetime Access Trust
“All failure is failure to adapt, all success is successful adaptation.” Max McKeown,Adaptability: The Art of Winning in an Age of Uncertainty.