Firm News & Articles

The combination of higher transfer tax exemptions, low interest rates and a reduction of asset values has created a unique opportunity for creative and effective estate and financial planning strategies.  Clients should consider exploring these advanced strategies to help reach their goals and financial objectives. 

One area many clients are focusing on is the current doubling of federal gift, estate and generation-skipping transfer tax exemptions, which are set to sunset to $5 million (adjusted for annual inflation) after December 31, 2025. …

How Volatile Markets, Fears of COVID-19 Contagion, and Global Uncertainty Have Conspired to Present an Incredible Planning Opportunity

At the risk of sounding
tone-deaf, 2020 is turning into one of the most historic “perfect storms”
in the realm of income and estate tax planning – specifically for
business owners and owners of illiquid assets.Surely, what
is unfolding around COVID-19 is both troubling and fear-inducing,
specifically for those most vulnerable to the illness. No planner would ever
wish for these circumstances – and our team continues to implement
proactive protocols to do our part in both hedging against unnecessary
risks of spreading the virus –…