Latest Post

Southern Wealth Management

Donor Advised Funds & Private Foundation

People donate to charity for many reasons – passion for a particular cause, to make a difference in the world or to generate a charitable tax deduction.  As donors become more sophisticated, an experienced wealth advisor will help a client combine and achieve these goals.  As those planning conversations progress, the benefits and differences between…


Dynasty Trusts

Including life insurance in Dynasty Trusts can facilitate tax-efficient growth, preservation, and renewal of trust assets over multiple generations. And there are psychological benefits too.

Be Prepared for Uncertain Times

In light of the events of this past year and the uncertainty that it has brought, it has never been more important to make sure you have all of your pertinent documents and information up to date and easily accessible to you and your loved ones. What should you have?  Important names and phone numbers…