Building a Safety Net for an Inheritance
“Successful generational wealth is built on a foundation of careful planning.” This article gives some good advice for consideration.
Single People, Take Note
Contrary to popular belief, estate planning is actually more complex and more important for single persons without children. This article gives a good “lay of the land.”
Looking a Gift Horse….
There are certain assets you may not want to pass on.
Sunrise, Sunset….
Are you ready?
Extraordinary Generosity
a $1B transformational gift to cover medical school costs at a Bronx medical school in perpetuity.
Sometimes Terminating Trusts is the Answer
As families strategize on how best to use the sunsetting “bonus” estate tax exemption before 2026, this taxpayer prevailed in a strategy that involved first terminating a marital trust. Interesting (though technical) analysis.