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Topic: Estate Planning Articles (2020)
- Should You Have a Family Office?
- Discuss important matters with family and attorney
- Bet You Didn’t Know: Life Insurance ‘Truths’… and how to use them to enhance your own results!
- Elder Abuse: An Alert for Fiduciaries, Advisors and Seniors
- Avoid Income Tax Disasters on Early Trust Terminations
- Benefits of Bridging: Long Term Care Planning and Geriatric Care Management
- The Value of Retaining an Aging Life Care Professional for Your Life Care Plan
- Good Reasons to Use Life Insurance to Transfer Wealth
- “To IDGT or not to IDGT”
- Ready or Not, Electronic Wills Have Arrived
- Avoiding Disasters in Drafting Charitable Remainder Trusts – Stakes are High
- Creating a Roadmap with Goals-Based Financial Planning
- Impact Investing and Planning from X, Y and Z
- Seniors’ Guide to Real Estate
- Deductions after the Tax Cuts and Jobs Act and Planning Opportunities
- Estate Planning Considerations when Children Head Off to College
- Take care of all your children: Don’t forget the furry ones
- Are you sitting on a virtual gold mine that could fund your investment portfolio?
- KIMBERLY RICE KAESTNER 1992 FAMILY TRUST
- The Process of the Estate Planner
- ‘Hey, Siri, how is the taxation of estate and gift planning strategies tied to interest rates?’
- Do Interest Rates Have You Down?
- Strategies for Reducing Exposure to the Federal Estate Tax
- Intentional Inheritance Planning
- GUARDIANSHIP LITIGATION – “It’s Not About the Money” (Well, actually…)
- Colored Diamonds: Miracles of Nature
- More Choices in Long-Term Care Provide More Customized Coverage
- How Should I Plan in a Dynamic Wealth Environment?
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Topic: Estate Planning Articles (2021)
- Charitable Giving in Today’s Environment
- Should You Consider Private Placement Life Insurance
- Florida Considering Statutory Community Property Law: What It Would Mean to You
- Pandemic Spending: Art and Jewelry in a Changing World
- Steady As She Goes: Staying the Course with Goals-Based Wealth Management
- Planning for Senior Living
- Optimizing Asset Location: Increase Portfolio Tax Efficiency and Mitigate Family Rise
- Charitable Lead Trusts: Is This Their Time To Shine?
- Spousal Lifetime Access Trusts
- Family Wealth Planning Challenges with Multi-National Families
- The Importance of Estate Planning
- Unlocking a Lifetime of Work: Transition or an Outright Sale?
- Estate Planning for Blended Families
- Keeping on Track in a Volatile Market
- Business Valuations and COVID-19
- Your Trust May Be Left Behind in a High-Tax State
- Avoiding ‘the Lumberyard’ and Generating Structural Alpha with PPLI & PPVA
- State Budget Shortfalls Due to COVID-19
- Planning your Legacy – A Message from the President
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Topic: Estate Planning Articles (2022)
- Tax-Free Compounding with Split Dollar Loans
- Common Estate Planning Oversights
- Something Old is Something New: Realizing the Value of Your Grandmother’s Gems
- Bueller? Bueller? On the Importance of Finding your Cameron
- Minimizing Estate Tax on Vacation Homes and other Out-of-State Personal Assets
- Incorporate Today’s ‘Hot’ Collectibles in Your Estate Plans
- Tax Law Changes Impact on Your Charitable Giving
- A Primer on Elder and Vulnerable Adult Financial Exploitation
- 10 Tips to Prepare Your Heirs: Family Money Conversations
- Estate Planning Considerations for Unmarried Couples
- Portability, an Often Overlooked Way to Save Estate Tax for Married Couples
- Florida’s New Community Property Trust Act
- As the balance of wealth trends towards women, the face of philanthropy will change dramatically. Talk about coming a long way.
- Proposed New Tax Laws under the Biden Administration
- Navigating the Medicare Maze
- Five Questions to Guide Family Discussions on Charitable Giving
- Effective Planning to Officially Become a Florida Resident
- Caveat Donor: Estate Planning and the Importance of a Qualified Appraisal
- What it Means to Act as Fiduciary (And How to Choose the Best One for You)
- A Message from the President
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Topic: Estate Planning Articles (2023)
- The Great Move – Changing Your Personal State Residence
- Cost Segregation of Real Estate is an Extremely Powerful Tool in Family Wealth Transfer Planning
- Virtual Currency: The currency of the future or a tax reporting nightmare?
- Private Foundation vs. Donor-Advised Fund: What’s the Right Choice?
- Private Financing of Tax-Free Trusts
- How do Parents Navigate Differentiated Inheritances for Children: A Discussion of Fair Versus Equal?
- Charitable Giving and the Inflation Reduction Act
- Storage of Estate Property
- Contemplating your Legacy? Endowments provide a meaningful way to support your favorite charity.
- Impact Philanthropy: Giving To Solve Community Problems
- Impact of New Florida Legislation on Estate Tax Planning
- So I’m a Trust Beneficiary – What’s the big deal?
- Downside Protection Strategies for a Turbulent Market
- The Ink is Dry on your Estate Plan, Now What?
- Don’t Let Your Policy Lapse – Update on Life Settlements
- How Can We Postpone The Capital Gain Tax?
- Planning in Volatile Markets
- Gifting With GRAT-itude: How the Right Trust Can Serve You and Your Family Members
- Planning with a Noble Purpose
- Fiduciary Accounting Puts the “Trust” in Trust Administration
- Estate Planning? Don’t Forget About Your Digital Assets
- Planning for Care at Home
- I Need a Step-up in Basis Appraisal. Does it All Need To Be Valued?
- Is My Portfolio Over-Diversified?
- A Message from the President
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Topic: Meeting Recordings (2021)
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Topic: Uncategorized