Family Wealth

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There are additional challenges and opportunities when you have accumulated more than enough wealth to support yourself. Questions that are top of mind often include: How do you protect and preserve wealth for your family and charities that are important to you? How can you leverage gifting to remove assets from your estate, benefit others, and still retain some control? How do you reduce the burden of taxes? Understanding gift tax, estate tax, generation skipping transfer tax, and income in respect of a decedent is essential for building a personalized plan that provides opportunities and reduces taxes for your family. Together, we will create a plan that aligns your wealth with what matters most to you.

<p>Estate Management Checklist</p>

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.
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<p>A Living Trust Primer</p>

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
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<p>A Brief History of Estate Taxes</p>

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.
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Understanding Your Estate: Critical Elements of an Estate Strategy

Establishing an estate strategy is crucial, yet many wait too long to put their wishes in writing. Use this helpful guide to review your estate strategy and start conversations with your loved ones, financial professionals, and legal team.