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Financial Matters

Hedge Fund Due Diligence – Part 1

There are no guarantees in investing, just varying degrees of potential risk vs. potential reward. Identifying the degree of risk versus reward associated with a particular investment requires a carefully thought-out due diligence process. This is especially true in the context of hedge funds. With an estimated 11,000[i] active hedge funds in existence implementing numerous

By Tony Miller
June 9, 2021
Estate Planning

Spousal Lifetime Access Trust (SLAT)

Spousal Lifetime Access Trust (SLAT) is an inter vivos1 irrevocable trust. The goal of a SLAT is similar to that of a bypass trust: SLATs are generally used to transfer assets out of the grantor’s estate, up to the estate and gift tax exemption amount, while providing their spouse with access to the transferred assets.

By Alyssa Yocom
June 1, 2021
Cybersecurity

The Importance of Keeping Your Software Up to Date

Keeping your software up to date is important to your digital safety and cybersecurity. One major reason is that as time goes on, security flaws, exploits, and backdoor hacks are discovered. The only way to ensure that you are protected against these issues is by staying current with your software as most software developers work

By William Saulsgiver
May 25, 2021
Insurance & Risk Management

Questions Every Nonprofit Director Should Ask About Directors and Officers Insurance

Successful individuals may choose to support causes they care about by joining a nonprofit board and dedicating their time and talent to the cause. Serving on the board of a nonprofit organization can be both intellectually engaging and psychologically rewarding. Unfortunately, nonprofit organizations are not exempt from litigation. Before joining a nonprofit board, there are

By Alyssa Yocom
May 17, 2021
Insurance & Risk Management

Long-term Care Insurance

Long-term care insurance can play a critical role in ensuring you maintain the lifestyle you desire through all of life’s phases. Long-term care insurance helps individuals control their own care and decide between home health care and staying in a facility, if and when the situation should arise. High-net-worth individuals have a few options when

By Alyssa Yocom
May 12, 2021
Financial Planning

Education Funding Options

For most parents, saving for children’s college education is a major financial commitment. A savings program is a good start, but merely accumulating funds is usually not enough. The type of assets in the education accounts, and whether the parent or the child owns them, can significantly impact the family’s eligibility for financial aid. Several

By Alyssa Yocom
May 4, 2021