New Parent Financial Checklist
New Life - New Responsibilities - New Parent Financial Checklist I am at the age where some of my closest friends are starting to grow their families. Hearing the excitement in their voices and seeing…
What Does Being a Trustee Entail?
Imagine you have just gone through a thoughtful estate planning process. Trusts may play a critical role in ensuring that your legacy is carried on in the way you desire. Often times, the grantor is…
Walk the Line: How to Help Future Generations Without Enabling Them
Over the years, we have worked with many clients who have different views on gifting to their children or grandchildren. For some, making life worry-free for future generations is a top priority. Others believe that…
Family Wealth Planning: A Perspective on Perspectives
At RegentAtlantic, we enjoy partnering with multiple generations of our clients’ families. Not only does it allow us to further build upon strong relationships, but it gives us constant exposure to new challenges and perspectives that…