Family Wealth and Estate Planning Articles
Choosing an Executor
Posted by D’Marie Kleeman on October 18, 2021
Choosing the “wrong” executor could cause a multitude of problems for your family.
Estate Planning and Investment Risk Management
Posted by Robert Ingrasci on October 06, 2021
Building your wealth around a single stock can be risky for both your investment plan and your estate plan.
Off-Set the Cost of Long-Term Care Insurance
Posted by D’Marie Kleeman on September 17, 2021
Nothing can throw a wrench into an estate plan like incurring long-term care (LTC) expenses. Learn about your insurance options to offset LTC costs.
Planning for Year-End Gifts
Posted by Cheryl A. Jankowski on September 10, 2021
There have been proposals in Washington to reduce the estate and gift tax exemption amount, as well as make other changes to the estate tax laws. Making tax-free gifts by year-end can reduce the size of your taxable estate and may be one way to recognize and address this potential threat.
Don’t Overlook These Three Estate Planning Strategies
Posted by D’Marie Kleeman on September 10, 2021
For those who have a high net worth, the main focus of their estate plans is to reduce estate tax liability. Here are three strategies not to be overlooked.
Should Your Will Signing Be Recorded?
Posted by Isabella Newman on August 26, 2021
Before recording your will signing, consider alternative strategies to prevent a contested will.
Intrafamily Lending - Consider a Family Bank
Posted by Cheryl A. Jankowski on August 06, 2021
Are you ready to take intrafamily lending to the next level by establishing a family bank?
Avoiding Probate in Estate Planning Matters
Posted by Robert Ingrasci on August 03, 2021
In basic terms, probate is the process of settling an estate and passing legal title of ownership of assets to heirs. The part most people dislike about the process is that it’s public.
Stepped-up Basis for Inherited Property
Posted by Michē Needham on July 26, 2021
Have you inherited assets or are you planning your estate? If so, it’s crucial to understand the current “step-up” basis rules and why they might change.
Heading Across State Lines with your Trust Requires Planning
Posted by Mark Stack on July 20, 2021
If you’re looking to relocate a trust to a tax-friendlier state, consider the pluses and minuses before hitting the road.