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BlogFinancial PlanningWealth Transitions Planning Challenges for Rising Partners at Top Law Firms March 30, 2021Attorneys at the largest, most selective law firms work in a rarefied space. They serve…
BlogFinancial Planning Advisor Designations and What They Mean March 23, 2021When looking for a financial advisor, you’ve probably noticed the “alphabet soup” of letter combinations…
BlogEstate PlanningTax Planning How Are Trusts Taxed? FAQs March 16, 2021With the tax season fast approaching, you may have questions about how your trust is…
BlogTrending Topics Why Do We Need A Women’s History Month? March 8, 2021For many young girls today, this may be a valid question. But for many of…
BlogImpact InvestingInvesting Introduction to Impact Investing: History, Strategies, and Trends March 2, 2021When it comes to modern investing, individuals have a multitude of options to choose from…
BlogInvestingTrending Topics Trading vs. Investing: What We Can Learn from the GameStop Saga February 23, 2021I was recently quoted in an article for Long Island Newsday, and mentioned that there…
BlogInvesting What Is An OCIO? February 18, 2021What is an OCIO? An Outsourced Chief Investment Officer (OCIO) acts as a full-service third-party…
BlogDivorceFinancial PlanningWealth Transitions Financial Awareness and Divorce February 9, 2021I have been approached by many matrimonial attorneys, therapists, and divorce coaches who ask me…
BlogBusiness OwnersFinancial PlanningTax Planning The Powerful Tax Savings of “Qualified Small Business Stock” February 2, 2021IRC Section 1202 provides one of the most powerful tax benefits in the U.S. Internal…
BlogEstate PlanningTax Planning Mitigate New York’s Estate Tax Cliff with Smart Estate Planning and Gifting Strategies – 2021 Update January 31, 2021While the large increase in the federal estate tax exemption has provided many with federal…
BlogEstate PlanningFinancial PlanningTax Planning Estate Planning in Light of Tax Reform: Your Questions and Our Answers – 2021 Update January 31, 2021This post will help you unpack some of the estate and gift tax provisions of…
BlogEstate PlanningTax Planning Basics of Federal Estate, Gift and Generation-Skipping Transfer (“GST”) Tax – 2021 Update January 31, 2021The bad news is that there is a Federal tax on assets that you give…
BlogEstate Planning Spousal Lifetime Access Trusts (SLATs): FAQs – 2021 Update January 31, 2021What is a Spousal Lifetime Access Trust (SLAT)? It is a trust that you (the…
BlogEstate PlanningTax Planning Understanding New York’s Estate Tax “Cliff” – 2021 Update January 31, 2021It has been over six years since some dramatic changes were made to New York’s…