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There are a variety of events in your life that may trigger the need for new or updated estate planning. Events such as a marriage, a divorce, a birth or a death may occur, creating a new need for changing existing planning documents. You...
Many of our clients (and perhaps some of us) hold appreciated alternative investments, such as hedge funds, real estate or private equity funds. They may be limited partnership interests or limited liability company units, but for income tax...
It is a popular notion in the industry that only older advisors are and should be worried about succession planning. I beg to differ. Let me cite the example of a sole practitioner in Boston, MA I’ll call John Jones, who I recently spoke...
Parents don’t want their children counting on future inheritances, while children don’t want to upset their parents by talking about their estate planning. The result? One in three parents haven't had detailed conversations with their adult child...
All good wealth management includes estate planning as a component. Changes in the tax laws, modern trust conventions and family changes make periodic reviews of estate plans a real necessity. While the contemplation of a client's demise is...