Shomari Hearn in Bankrate

by Shomari D. Hearn, CFP®, EA

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177 view(s) December 20, 2011 Media Appearances Comments Off

Bankrate.com, December 20, 2011
Shomari Hearn advises caution when planning large gifts for individuals with special needs.

About the Author
Shomari Hearn
Vice President, Palisades Hudson Financial Group LLC
Portfolio Manager, Palisades Hudson Asset Management, L.P.
Shomari D. Hearn, CFP^®, EA, is the senior client service executive in charge of our Florida practice. Though based in the firm’s Fort Lauderdale office, he regularly meets with Palisades Hudson clients across the United States and abroad.

As vice president, Shomari is responsible for firmwide technical quality, advanced research, and professional staff development. Shomari also provides a wide range of services to ...View full profile
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- In the Media
  
  The Boston Globe, May 20, 2012
  Paul Jacobs suggests alternative ways to approach a Roth IRA conversion.
  CNBC, May 10, 2012
  Anna Pfaehler recommends keeping the larger investment picture in mind when bracing against a depressed bond market.
  Bloomberg, May 7, 2012
  Jonathan Bergman comments on the protection offered by floating-rate loans.
  View all Media Appearances
- Our Blog
  Separating News From Noiseby Larry M. Elkin, CPA, CFP®It has been a tumultuous few weeks in the financial markets, but there is less to the news than meets the eye....Continue reading
- Newsletter
  Winding Up A Qualified Personal Resident Trustby Shomari D. Hearn, CFP®, EAThe Qualified Personal Residence Trust, or QPRT, became popular a couple of decades ago as a way to save gift and estate taxes. Now that many of the earlier trusts...Continue reading
  
  For the latest personal financial management news, please read the latest edition of our quarterly newsletter, Sentinel.

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