Dot Your I’s and Cross Your T’s: Navigating the Complexities of Public Service Student Loan Forgiveness

October 3, 2019

The past few years have seen the U.S. Department of Education’s Public Service Loan Forgiveness (PSLF) program garner a whirlwind of criticism, from borrowers, watchdogs and lawmakers alike. Its complex and poorly communicated requirements have resulted in hundreds of headlines, several lawsuits, and thousands of heart-breaking personal accounts. Read More...

The Foundational Aspects of Planning Your Legacy

September 30, 2019

Families who have determined that they’ve accumulated more wealth than they expect to spend in their lifetimes often approach legacy planning looking primarily for tactical help and technical expertise. They may come to the conversation simply seeking the specific tool or set of tools most appropriate for passing their wealth to heirs and charities with as little as possible lost to taxes or unwanted third parties. Read More...