Family Wealth and Estate Planning Articles
Best Practices to Reassess your Beneficiary Designations
Posted by D’Marie Kleeman on February 01, 2024
Reassess your beneficiary designations to avoid pitfalls and make smart decisions about your estate plan.
Retirement Planning: IRAs for a Tax-Advantaged Future
Posted by Robert Ingrasci on January 23, 2024
By contributing to a traditional IRA, not only do you get to enjoy immediate tax savings, but your earnings also have the opportunity to grow tax-deferred.
The Differences Between Inter-Vivos and Testamentary Trusts
Posted by Cheryl A. Jankowski on January 11, 2024
The two main types of trusts and which is best suited to your circumstances.
Ensure Compliance with Securities Laws in your Estate Plan
Posted by Cheryl A. Jankowski on January 04, 2024
Do you have unregistered securities in your portfolio, such as restricted stocks or investments in hedge funds or private equity funds? If that's the case, it's crucial to take into account the relevant securities laws when formulating your estate plan strategies.