When is Influence Too Much?
What constitutes too much influence in helping an aging person complete their estate plan? A recent case explores this question.
Aging Gracefully
As our population ages, dealing effectively with clients who demonstrate limited capacity looms large.
Never Too Early to Start Investing
The new tax law authorizes “Trump accounts,” which are investment vehicles for children. Many details remain to be worked out, but this article provides an overview.
Finally, Some Certainty!
Spoiler alert: the gift/estate tax exemption will be set permanently at $15MM in 2026, and thereafter index annually for inflation.
Shepherding Wealth in Families
High net worth families often express concern about stewarding their family wealth with their children, and the best ways to do so. This article discusses these issues, and the considerations at play.
‘Til Death Do Us Part
You may not have the high profile nuptials of Jeff Bezos, but is a prenup nonetheless right for you?