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Stay up to date on current financial news with Inlet Private Wealth’s Knowledge Library. From tax and estate law changes to investment insights and trends, we provide information on the news that matters most for your wealth and estate plans.

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…

Read More about Estate Planning When Times Are Changing – March 2021

Tips for Effective Estate Planning Meetings – February 2021

Tailor Your Meeting  — Planning for transfer of wealth, incapacity, and an execution of your estate plan can be a significant challenge.   However, you can look to your trusted advisor(s) for guidance when it comes to defining and executing your estate plans for future generations.  It is critical that a trustee, or directed fiduciary, understand…

Read More about Tips for Effective Estate Planning Meetings – February 2021

Unprecedented – January 2021

One of our wittier clients recently commented that on midnight January 1st, it was the first time in history we all had hindsight that was 2020.  Even Nostradamus could not have had the foresight to predict the magnitude of the Covid-19 pandemic, that oil prices would fall below zero, that shares of Hertz would significantly…

Read More about Unprecedented – January 2021