Tag Archives: estate planning
Family_Estate_Planning

Focus on estate planning before taxes 

You’ve heard it many times: “Don’t miss the forest for the trees.” When it comes to estate planning, trite is right. It’s generally a good idea to develop a smart, overarching plan rather than to focus singularly on a tax-avoidance strategy. 

After all, a comprehensive estate plan can fund, mitigate or eliminate estate taxes. (more…)

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Don’t let family wealth fade away

Many families have lost a lot of wealth. In the late 19th century, industrial tycoon Cornelius Vanderbilt amassed the equivalent of $100 billion in today’s dollars – but when 120 of his descendants met at a family gathering in 1973, there were no millionaires among them.1 Barbara Woolworth Hutton – daughter of the founder of […]

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Critical questions of estate planning

The way in which you leave your estate speaks with as much volume as what you leave. A wisely planned estate passes on values — not just assets. Our estate planning services aim to help people understand — and put into practice — this mission-critical distinction.  (more…)

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