Quorum Private Wealth Managing Partner Mike Barry reflects on four years of independence. He covers everything from the decision to name the firm Quorum and the accolades of the past four years to a preview of what you can expect in the next four years.
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Trusts (or trust funds) are one of those financial planning terms that starts to feel diluted over time. People have a general sense of what trusts are, but many would
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
An estate plan can help create security for your family. Yet misconceptions surround estate planning. Many people think you need to be ultra-wealthy to create one, or that they’re only
Logistics and money management are rarely top of mind when you lose someone you love. And yet, the decisions we make following someone’s death may have wide-reaching consequences. While advanced
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