Charitable giving has changed under three recent pieces of tax legislation. The Tax Cuts and Jobs Act of 2017 (TCJA), the Setting Every Community Up For Retirement Enhancement (SECURE) Act and...
Category: Estate Planning Articles (2021)
Private Placement Life Insurance (PPLI) products are fast becoming the strategy of choice among affluent investors drawn to the potentially high returns of alternative investments with high turnover...
Florida Considering Statutory Community Property Law: What It Would Mean to You
When the Florida legislature convenes in March, 2021, it is expected to consider legislation authorizing the creation of Florida Community Property Trusts (“FCPTs”). If passed, it would...
Though Covid-19 brought extreme disruption to the art world, it also provided opportunities for innovation and reinvention. Art fairs were cancelled, galleries were shuttered, and auction houses were...
Steady As She Goes: Staying the Course with Goals-Based Wealth Management
Investors driving the market in 2008 didn’t see the downturn coming. Chasing high returns was the fashion. And some paid for it — watching their net worth rapidly dwindle and their personal...
Retirees are presented with a wide variety of choices regarding where and how to spend the golden years. Whether you are looking to downsize in your own neighborhood or move into a senior...