Grantor retained annuity trusts (GRATs) are a type of irrevocable trust designed to pass assets to beneficiaries in a tax-optimized way. These trusts pay an income (or annuity) to the
May was a month of differing perspectives. Markets turned positive on a belief that a solution on tariffs would be eventually forthcoming, and the continued whipsawing headlines began to have
At Quorum, we’re committed to financial literacy, and that doesn’t just mean for individuals. Whether you’re a top executive at a larger company or an entrepreneur growing a startup and
Most of us will need some form of long-term care as we age—and long-term care is notoriously expensive. While wealthy families may not need to worry about the cost of
April began with the shock of tariff announcements that were much more punitive than anticipated by businesses, markets, investors, and economists. Equity markets promptly pulled back, even entering bear territory,
For assistance, please contact Quorum directly at 925-488-0000
