Matrimonial Consulting Articles
Getting Married Again? Revisit Your Estate Plan
Posted by Connie Ricotta on January 30, 2020
A second marriage calls for an estate plan review and, possibly, the addition of new legal protections. This article discusses three items to consider: Prenuptial agreements, beneficiary designations and trusts to protect both the new spouse and children from a previous marriage.
Wealth Planning Opportunity | Spousal Limited Access Trust
Posted by Cheryl A. Jankowski on May 09, 2019
Tax reform legislation doubled the federal estate, gift, and generation-skipping transfer (GST) tax exemption to $11.18MM (as indexed for inflation) per person. This created a seven-year window for increased wealth transfer planning.