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Estate planning can feel overwhelming. But a revocable trust might be the first advanced step in your overall plan. At Glassman Wealth Services, we frequently collaborate with our clients’ legal…

You’ve done the hard part: You’ve met with your financial advisor and your estate attorney and had the conversations necessary to create a gleaming, watertight, comprehensive estate plan. But have…

Choosing the right trustee for your estate is a decision that helps shape your legacy. It’s not just about paperwork or legal jargon or checking boxes off a list; it…

Imagine you’ve paid thousands of dollars to meet with an attorney and sign a will, but when you pass away, your intentions are not followed—and the wrong people inherit your…

Earlier this year, Glassman Wealth quietly surpassed $2 billion in assets under management (AUM), and honestly, I hesitated to share the news. After all, how does hitting an AUM milestone…

Are you in search of a financial advisor who genuinely has your best interests at heart? Like most people, you likely prefer an advisor who prioritizes your needs above their…

Many investors are curious about how their assets can be better protected in the event of bankruptcy or lawsuits.  The Supreme Court has helped clear up this issue in recent…