Creative Use of Lifetime and GST Exemptions
When signed into law in 2017, the Tax Cuts and Jobs Act (TCJA) substantially changed the unified lifetime gift and estate tax exemption; there is now...
Wealth Transfer Strategies: GRAT vs. IDIT
In this article, we will focus on two strategies used to transfer appreciation outside of one’s taxable estate during life – the Grantor Retained...
Engaging the Next Generation in Charitable Giving
A common hope that many parents have is for their children to make a positive impact in society, whether it be within their own community or abroad....
Planning for a Liquidity Event
If you are in the enviable position of having years of hard work pay off with an upcoming liquidity event, there is a lot to prepare for before the...
Inheritance Planning: 5 Questions to Ask Before Leaving Money to Your Kids
As a parent, you want the absolute best for your children (and further descendants!), so it is normal to worry how the wealth you pass down will...
Strategies for a Low Interest Rate Environment
The Federal Reserve plans to keep interest rates low until at least 2023, in this article we offer six financial planning strategies that benefit...
Basic Estate Documents Everyone Should Have
Many people hear the words “estate planning” and assume that it is only for people who are married with children, wealthy, and established in their...
Responding to the Moment through Philanthropy
Now, perhaps more than ever, our country faces an unprecedented confluence of challenges that demand the responsiveness of our government, the...
Family Mission Statement: 2020
2020 – A year of clear vision, a time to reflect on what is most important, and an opportunity to capture your reflections in a Family Mission...
Advice in the Age of Pandemic: Part II
The world is experiencing a public health and economic crisis unlike any other in modern times. We are in uncharted territory. While the COVID-19...