Van Pearcy's Wealth Services Team

05/24/2018

In the latest Successful Women, we talk remarriage, caregiving and sharing financial knowledge. Join the conversation.

For a variety of reasons, second (or third) marriages are becoming the norm. With them come blended families with ex-spouses, step kids, half siblings and a whole new financial picture. We’re not discounting the power of love, but if you’re contemplating getting married again, there are question...

05/23/2018

Learn how trusts can lessen taxes in a business sale, how life insurance is so much more than a death benefit and ways to establish a virtual moat to shield personal assets from business creditors.

An estimated $30 billion to $40 billion in wealth is set to transfer from baby boomers to their heirs or favorite charities. This includes wealth tied up in a family business. As you plan for the future of your business, you may earmark the proceeds from the sale of the business to support your life...

05/22/2018

Washington policy analyst Ed Mills discusses the latest trade negotiations between the U.S. and China.