Latest Posts › Grantor Retained Annuity Trusts (GRATs)

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Wealth Planning and the New Administration: Potential Individual Income & Transfer Tax Changes

On April 28, 2021, in an address to a Joint Session of Congress and a Fact Sheet published by the White House, President Biden introduced the “American Families Plan,” the President’s plan for spending and a series of tax...more

Estate Planning Opportunities in the COVID-19 Era

There is no question that COVID-19 has permeated every aspect of our personal and professional lives, causing mounting uncertainty and underscoring the importance of prioritizing the health of ourselves and our loved ones....more

Low Interest Rates and Asset Values Create Unique Opportunity for Gift Planning

The spread of the coronavirus has impacted the health and financial well-being of people worldwide.  The safety and security of oneself and one’s family are naturally of critical importance during these times....more

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