Author: Jason Foster, JD, AEP®
Qualified Personal Residence Trust Option
If estate tax looms large for a wealthy family, a Qualified Personal Residence Trust (QPRT) is an advanced estate planning strategy that can transfer a...
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Estate and Legacy Planning Considerations
Assisting your child in buying their first home is a growing trend for many parents, especially given the cost of entry into homeownership in recent...
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Buying a Second Property or Investment Property to Transition to Your Child
Whether your child is heading off to college, beginning their career, or simply needing a stable living situation, buying and owning a second property or...
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Loaning the Down Payment for Your Child’s First Home
As a parent, you want your child to build a solid financial foundation, especially as they grow their family and career. One way to help...
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Should You Gift a Down Payment or the Entire Purchase Price to Your Child?
Buying a first home is one of the biggest milestones in life, and as a parent, you may want to help make it happen for...
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Should You Co-Sign or Co-Borrow for Your Child’s First Home?
Purchasing a first home has become increasingly challenging for young adults due to rising home prices and elevated mortgage rates. As of April 2025, the...
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Financial Intelligence Newsletter for Q2 2025
In this publication of Financial Intelligence, I have included an article dedicated to Retirement Community and Assisted Living Planning. There are so many options, layers...
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Comprehensive & Holistic Wealth Management Services in Boulder
If you have $1 million or more in investable assets, you’ve likely worked hard to build your wealth-and now you want to protect and nurture...
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The Complexities of Business Succession Planning
What are your plans for the biggest financial event of your life? Whether you’re planning to sell or transfer your business soon or just starting...
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Financial Intelligence Newsletter for Q4 2024
In this publication of Financial Intelligence, I have included a year end financial planning article which includes actions to consider as we near the end of...
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