When Is the Right Time to Hire a Financial Advisor?
Many people think you shouldn’t hire a financial advisor until you have accrued a great deal of assets. However, that’s ...
What Are Incentive Stock Options (ISOs)?
All of today’s largest, blue-chip companies began as the small start-ups of yesterday. Some created entirely new industries, like Google ...
Mitigate New York’s Estate Tax Cliff with Smart Estate Planning and Gifting Strategies – 2022 Update
While the large increase in the federal estate tax exemption has provided many with federal estate tax relief, New Yorkers ...
Estate Planning in Light of Current Law: Your Questions and Our Answers – 2022 Update
This post will help you consider estate planning strategies in light of the current federal estate, gift and generation skipping ...
Basics of Federal Estate, Gift, and Generation-Skipping Transfer (“GST”) Tax – 2022 Update
The bad news is that there is a federal tax on assets that you give away during life, at death, ...
Spousal Lifetime Access Trusts (SLATs): FAQs – 2022 Update
What is a Spousal Lifetime Access Trust (SLAT)? It is a trust that you (the grantor) set up for the ...
Understanding New York’s Estate Tax “Cliff” – 2022 Update
In 2014, dramatic changes were made to New York’s gift and estate tax law. For many clients, the subject of ...
Pay Attention to How Your Accounts are Titled
Do you have sizeable jointly-held accounts with your spouse? Is your estate large enough that it could be subject to ...
What to Do If You Inherit an IRA Post SECURE-Act
Introduction If you inherited all or part of an individual retirement account (IRA) or a qualified retirement plan, you may ...
Revocable Trusts vs. Irrevocable Trusts: What Is the Difference?
A trust is an ideal way for individuals to transfer assets either during life or after their passing. At a ...
Dow 36,000 Revisited
On October 1, 1999, in the midst of the tech stock mania of that era, James K. Glassman and Kevin ...
The Case for Exit Planning & Why I Earned My Certified Exit Planning Advisor (CEPA) Credential
In my wealth management practice, I focus on helping business owners and corporate executives achieve quality of life and financial ...
