Family Wealth and Estate Planning Articles
A Case for Deliberate Language In Estate Planning Documents
Posted by Amanda Ornowski on March 10, 2022
Ambiguous language in your estate plan may lead to family disputes after your death.
Benefits of a Trust Protector
Posted by D’Marie Kleeman on January 31, 2022
Appointing the right trust protector is critical. Given the power he or she has over your family’s wealth, you’ll want to choose someone whom you trust and who’s qualified to make financial decisions.
The Difference Between QTIP and ILIT Trusts
Posted by D’Marie Kleeman on January 05, 2022
Blended family arrangements can create estate planning challenges. Various trusts can help ensure that your intentions are carried out after your death.
Can Converting a Traditional IRA Benefit Your Estate Plan?
Posted by D’Marie Kleeman on December 14, 2021
Can estate planning benefits convince you to convert your traditional IRA to a Roth IRA?
Review Your Estate Plan to Align with Life Events and Goals
Posted by Amanda Ornowski on December 06, 2021
As year-end approaches, it’s a good time to review your estate plan. Here’s what to consider.
Gifting Strategies that Matter
Posted by Robert Ingrasci on November 30, 2021
Even with the gift and estate tax exemption amount reaching more than $12 million for 2022, making lifetime gifts continues to be a beneficial estate planning strategy.
Avoiding Probate with Joint Ownership in an Estate Plan
Posted by Amanda Ornowski on November 12, 2021
Is owning a home or another asset jointly with your spouse an effective way to transfer the asset?
Year-End Gifting Strategies for 2021
Posted by D’Marie Kleeman on November 11, 2021
Feeling generous this year? Here are the basic rules for charitable contributions and gifts to loved ones.
Flexible Estate Planning A Must for the Affluent Young
Posted by Amanda Wojtkowski on October 26, 2021
Much can change over one’s lifetime (personal circumstances and tax laws), making estate planning difficult. Building flexibility into your plan is key.
Implications of State Estate Taxes
Posted by Robert Ingrasci on October 20, 2021
Underestimating the impact of state estate taxes can upend your estate plan.