The Cabot Advisor Blog

Estate Planning

Preparing for the Unexpected

No one likes to think about getting old. Let’s face it, many of us don’t often expect the twists and turns in this game of life. Unfortunately, the time will come when we all have to deal with the challenges of aging. Many will deal with aging parents and struggle with how best to provide […]

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Same-sex Marriage Ruling Levels the Financial Playing Field

With the recent Supreme Court ruling, declaring same-sex marriage legal nationwide, gay couples are now reassessing their financial plans. For some couples that may have previously put off financial planning, the ruling may prompt them to now take that step of planning their lives together. This legislature levels the playing field for all rights and benefits of […]

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Charitable Giving

High-net-worth investors have many options when it comes to charitable giving. Here are three vehicles our clients use regularly: Donor Advised Fund (DAF) A DAF gives the grantor the benefit of a charitable deduction in the year it is made. Since the funding vehicle itself will qualify as a 501(c)(3) charitable entity, any stock sales done in the […]

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