About Stuart

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So far Stuart has created 4 blog entries.

A Client’s Story: Downsizing in a tough real estate market

A retired couple expressed their desire to downsize and relocate to a residential retirement community. They had located a community they liked very much. However, their existing residence would need to be sold in a tough real estate market. They were concerned about the risk of owning two houses at once. We counseled them by

A Client’s Story: An Executive’s abrupt termination and successful transition

An executive in a public company was surprised one Monday morning with a request for his resignation. Caught off guard, one of his first calls was to us. Knowing the stakes involved, we immediately referred him to legal counsel. We prepared a summary of his financial picture with the company, which included a non-qualified deferred