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For the Bloomwood Blog and podcast transcripts, browse below.
Effective Communication Between Beneficiaries and Trustees
The Equitable Principle: Beneficiaries’ Right to Impartial Treatment
Asserting the Right to Challenge Trustee Decisions
The Right to Accounting: A Beneficiary’s Window into Trust Management
Navigating the Right to Distributions for Trust Beneficiaries
The Right to Information: Empowering Trust Beneficiaries
The Augusta Rule: A Strategic Tax Advantage for Business Owners
Super Funding a 529 Plan: A Strategic Approach to Tax and Estate Planning
Financial Advisor Takeaways from "The Behavioral Investor"
Tax Planning: 20-50% Savings or Your Plan is Free
The Unpredictable Turn of Bitcoin Spot ETFs: A Reflection on Market Instincts
Selling a <$10MM Real Estate Portfolio? Consider DSTs.
Selling a $10MM+ Real Estate Portfolio? Consider an UPREIT.
Beyond the Brochure: Rethinking Retirement Relocation with Agile Living
Know the difference between what a person can change and what they cannot.
Unleashing Potential: The Player-Coach Approach to Advising Successful Entrepreneurs
401k and Retirement Plan Options for Your Business in 2024: A Simple Guide to Choosing the Best Plan for Your Employees
Important Tax Numbers: 2024
Decision Making in a Team Setting: Not everything can be debated.