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A Big Planning Mistake…Incorrect Titling of Assets – July 2021

Planning for a family’s transfer of wealth and ensuring successful execution is a complex process.  Clients look to their trusted advisors for guidance when it comes to defining and executing their estate plans for future generations.  Too often, individuals and families go through an arduous financial and estate planning process and then fail to finish…

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Halftime 2021

On May 25th, the number of restaurant reservations made on OpenTable returned to pre-pandemic levels and during June, the average number of video streaming services utilized per U.S. user declined for the first time.  “Cord-cutting” is rising again and the number of Costco memberships is now higher than the number of U.S. households that pay…

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Estate Planning: An Important Family Decision – June 2021

Planning for a family’s transfer of wealth, plans for incapacity, and executing on those plans can be a significant challenge both for clients and their trust advisors.  Clients look to their trustee advisors for guidance, and it is critical that a trustee or directed fiduciary understand the many variable at play, including family dynamics, and…

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Taking Care of the Kids: Minor’s Trust – May 2021

One of the greatest feelings for parents or grandparents in life is the ability to share one’s wealth with children or grandchildren.  It can also be one of the most significant decisions that parents or grandparents face when they gift wealth to minors.  Because of the importance, they need to decide whether to title the…

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The Spirit of Giving – April 2021

One of the greatest achievements in life is the ability to give to others.  What makes it even better is when you can receive a tax break by doing so.  Distributing one’s wealth in the most tax-advantageous way during life, as well as at one’s death, is a key financial planning consideration.  Following is an…

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Estate Planning When Times Are Changing – March 2021

It is often said that there are two absolutes in life:  death and taxes.  Add another absolute to that list…..change.  Now that the 2020 presidential election is behind us, many estate and tax law practitioners are anticipating broad tax law changes proposed by President Biden during his campaign.   Experts are considering these potential changes to…

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