Using Estate Planning Tools when Markets Are Volatile
June 4, 2025
Tariffs, persistently high inflation and market volatility can stress even the most carefully designed financial plans.
Understanding the 2024 Gift Tax Exclusions and Strategies for Wealth Transfer
March 8, 2024
The current landscape of gift tax and generation-skipping transfer (GST) tax exclusions in 2024 offers a window of opportunity for strategic estate planning. Proactive planning, tailored to both federal and state-specific laws, is key to maximizing wealth transfer under these favorable conditions.
What Strategies Minimize Estate Taxes?
March 16, 2023
With 2022 bringing very little change to trust and estate law, 2023 remains a prime opportunity to take advantage of the favorable tax landscape.
How to Plan in a Time of Uncertainty
August 1, 2022
Pandemics, inflation, rising interest rates, war in the Ukraine—uncertain times indeed! And yet, in the world of estate planning, almost every change in the zeitgeist offers its own suite of planning opportunities and applicable techniques.
Will Inheritance and Gift Taxes Change in 2021?
May 10, 2021
Facing down an uncertain election outcome and the possibility of tax reform in 2021, many families started transferring substantial amounts of wealth last year, making large gifts to take advantage of the historically high gift and generation-skipping transfer tax exemptions.
Pre-Election Estate Planning Includes a Vast Variety of Trusts
October 2, 2020
Why wait? A variety of trusts—from SLATs to BDITs, GRATs and more—can help you be proactive in protecting your wealth.