Insights related to Family Office, Trust and Consulting Services from Oxford Financial Group, Ltd.
January 22, 2021
2020 Is Over — Now What?
As the sun finally sets on 2020 some may take the time to look back and reflect, ultimately concluding, “I’m glad that’s over.
January 7, 2021
The Time to Act Is Now
After two months, Election 2020 has finally come to an end. The sweep of the Senate runoffs in Georgia by the Democratic candidates will, with Vice President-Elect Kamala Harris as the tie-b...
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.
July 16, 2020
Planning for the Shifting Sands of Taxes
By SCOTT M. SIMMONS, J.D., LL.M., Senior Wealth Strategist & Family Office Fellow and By DAVID M.
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.
March 5, 2020
Domestic Staff: Risks, Rewards and Retention
By JULIA S. WEAVER, J.D., LL.M., Chief Wealth Planning Officer & Family Office Fellow and JAY E.
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.
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.