BlogEstate Planning Incomplete Non-Grantor (ING) Trusts – FAQs May 10, 2022What is an Incomplete Non-Grantor (ING) Trust? An ING trust is a trust you set…
BlogRetirement PlanningTrending Topics The Securing a Strong Retirement Act of 2022: What You Need to Know April 19, 2022The Securing a Strong Retirement Act of 2022 (aka SECURE Act 2.0) recently passed the…
BlogCybersecurityTrending Topics Cybersecurity Best Practices: Staying Vigilant During the Russia-Ukraine Crisis March 30, 2022While following cybersecurity best practices is always important, there are often events that bring the…
BlogBehavioral FinanceInvesting How Should I React to Market Volatility? March 23, 2022After years of positive market performance, newer investors are seeing for the first time that…
BlogInvestingTrending Topics Puncturing Inflation March 15, 2022“We don’t really know what it is, we don’t really know what causes it, we…
BlogFinancial Planning How Medical Professionals Can Build a Solid Financial Plan March 1, 2022The pandemic has been taking a grueling toll on medical professionals. According to a recent…
BlogExecutive PlanningFinancial Planning What Corporate Executives Should Know About Their Equity Compensation February 2, 2022You work so hard to drive company performance, and your success and accomplishments provide additional…
BlogBehavioral FinanceFinancial PlanningInvesting When Is the Right Time to Hire a Financial Advisor? January 18, 2022Many people think you shouldn’t hire a financial advisor until you have accrued a great…
BlogExecutive PlanningFinancial Planning What Are Incentive Stock Options (ISOs)? January 13, 2022All of today’s largest, blue-chip companies began as the small start-ups of yesterday. Some created…
BlogEstate PlanningTax Planning Mitigate New York’s Estate Tax Cliff with Smart Estate Planning and Gifting Strategies – 2022 Update January 1, 2022While the large increase in the federal estate tax exemption has provided many with federal…
BlogEstate PlanningFinancial PlanningTax Planning Estate Planning in Light of Current Law: Your Questions and Our Answers – 2022 Update January 1, 2022This post will help you consider estate planning strategies in light of the current federal…
BlogEstate PlanningTax Planning Basics of Federal Estate, Gift, and Generation-Skipping Transfer (“GST”) Tax – 2022 Update January 1, 2022The bad news is that there is a federal tax on assets that you give…
BlogEstate Planning Spousal Lifetime Access Trusts (SLATs): FAQs – 2022 Update January 1, 2022What is a Spousal Lifetime Access Trust (SLAT)? It is a trust that you (the…
BlogEstate PlanningTax Planning Understanding New York’s Estate Tax “Cliff” – 2022 Update January 1, 2022In 2014, dramatic changes were made to New York’s gift and estate tax law. For…
BlogEstate PlanningFinancial Planning Pay Attention to How Your Accounts are Titled January 1, 2022Do you have sizeable jointly-held accounts with your spouse? Is your estate large enough that…
BlogFinancial PlanningRetirement Planning What to Do If You Inherit an IRA Post SECURE-Act December 14, 2021Introduction If you inherited all or part of an individual retirement account (IRA) or a…
BlogEstate Planning Revocable Trusts vs. Irrevocable Trusts: What Is the Difference? December 2, 2021A trust is an ideal way for individuals to transfer assets either during life or…
BlogInvestingTrending Topics Dow 36,000 Revisited November 10, 2021On October 1, 1999, in the midst of the tech stock mania of that era,…