The Psychology of an Inheritance Windfall
Inheriting money is about much more than just an influx of cash into your bank account. Learn more about the psychology of an inheritance windfall and how you can protect your finances and mental health.
Estate Planning: Tax Planning
Helping your clients with the year-round effort to maintain your tax strategy.
Are You Prepared For An Estate Tax Sunset?
Your clients, especially those who are considered HNW, will need to examine their estate strategy in the coming months as the estate tax is set to return to pre-2018 levels.
A Brief History of Estate Taxes
A look at the history of estate taxes, how they have changed over time, and will continue to change in the future.
What Are Grantor Retained Annuity Trusts (GRATs)?
If your goal is to create wealth for future generations, a GRAT might be a good option for you. Learn more about what a GRAT is here!
Estate Planning Tips for Blended Families
This blog will provide helpful information about what estate planning might look like for blended families.
What Are SLATs (Spousal Lifetime Access Trusts) and Who Are They For?
This blog will explain what Spousal Lifetime Access Trusts (SLATs) are and who they might be good for.