October 28, 2021 •
Estate Planning 
If you want to protect your family’s legacy from unnecessary taxes, divorce and creditors over the course of many generations, a dynasty trust could be your best friend.
Read MoreSeptember 23, 2021 •
Estate Planning ![]()
The Tax Cuts and Jobs Act raised the federal estate tax exemption considerably. Before the tax reform law, it was $5.49 million per person for 2017. It's up to $11.7 million for 2021 ($23.4 million for a married couple).
Read MoreSeptember 9, 2021 •
Estate Planning ![]()
If you’re married, you may consider establishing a QTIP trust, which is short for qualified terminable interest property trust.
Read MoreSeptember 2, 2021 •
Estate Planning ![]()
In fact, many couples with no children mistakenly believe that they are less likely to need a last will and testament than couples with children.
Read MoreAugust 30, 2021 •
Estate Planning ![]()
Increasingly, financial advisors are working with clients from nontraditional families, which can sometimes require different or additional strategies to protect their assets and achieve their financial goals.
Read MoreAugust 27, 2021 •
Estate Planning ![]()
Many people have signed at least one power of attorney in their life. A power of attorney, which names a trusted family member, friend or advisor as your ‘attorney-in-fact’ to control your assets, is meant to be used if you are incapacitated.
Read MoreAugust 16, 2021 •
Estate Planning ![]()
An estate plan tells your heirs and the courts how to divide up your assets, but it also helps protect your loved ones from unnecessary hassle and expense–as well as potentially months, even years, tied up in the court system settling your estate.
Read MoreJuly 2, 2021 •
Estate Planning ![]()
To be tax efficient, which types of assets should you live off of in retirement, and which should you plan on passing down? There’s a bit of art to the equation, and how you plan can make a big difference to your beneficiaries.
Read MoreJune 17, 2021 •
Estate Planning ![]()
The documents may still be valid but if they are stale or outdated, you may spend significant money trying to use them down the road.
Read MoreJune 15, 2021 •
Estate Planning 
Americans have been living through a ‘golden age’ of estate planning, but it’s coming to an end, says one consultant to ultra-high-net-worth families and family offices.
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