BlogCharitable GivingCovid-19Estate PlanningFinancial PlanningTax Planning Planning Strategies to Consider in a Volatile EnvironmentApril 19, 2020While the Coronavirus pandemic has brought its share of fear and anxiety, it also brings…
BlogCovid-19Investing Scams, Schemes, and Spoofs: A Pandemic Within a PandemicApril 2, 2020To say that Coronavirus has dominated our minds and headlines these past few weeks is…
BlogBusiness OwnersCovid-19Financial PlanningIn the News Details of Newly Passed CARES Act: Welcome Relief Plus Planning OpportunitiesMarch 31, 2020The Coronavirus Aid, Relief, and Economic Security Act (CARES) was signed into law on March…
BlogCovid-19InvestingTrending Topics Recent Market Volatility and Satellite Fixed IncomeMarch 27, 2020Our core Fixed Income managers invest in high credit quality sectors such as investment grade…
BlogCovid-19InvestingTrending Topics Recent Market Volatility and Municipal Bond MarketsMarch 20, 2020You may have seen a couple of notes from us over the past few weeks…
BlogCovid-19In the NewsTrending Topics Markets and the Coronavirus: Frequently Asked QuestionsMarch 11, 2020Since the end of February, we have seen news around the Coronavirus, which was first…
BlogGuides & WhitepapersEstate Planning What to Consider When Creating a TrustFebruary 26, 2020You’ve decided to create and fund a trust as part of your overall estate plan.…
BlogFinancial PlanningWealth Transitions Determining Where to File for DivorceFebruary 21, 2020In most situations, you will file for a divorce in the state in which you…
BlogFinancial PlanningWealth Transitions Financial Planning When Starting a FamilyFebruary 14, 2020Planning for significant life transitions is central to financial planning. As recent first-time parents, we…
BlogEstate PlanningFinancial PlanningTax Planning Estate Planning in Light of Tax Reform: Your Questions and Our Answers – 2020 UpdateFebruary 11, 2020This post will help you unpack some of the estate and gift tax provisions of…
BlogGuides & WhitepapersFinancial PlanningWealth Transitions Organizing Finances Before, During, and After DivorceFebruary 4, 2020Most people don’t begin their marriage expecting it to end in divorce. For those who…
BlogEstate PlanningTax Planning Mitigate New York’s Estate Tax Cliff with Smart Estate Planning and Gifting Strategies – 2020 UpdateJanuary 27, 2020While the large increase in the federal estate tax exemption has provided many with federal…
BlogEstate PlanningTax Planning Basics of Federal Estate, Gift and Generation-Skipping Transfer (“GST”) Tax – 2020 UpdateJanuary 22, 2020The bad news is that there is a Federal tax on assets that you give…
BlogBusiness OwnersFinancial PlanningRisk Management & Insurance Executive Risk Management: Tips for Playing DefenseJanuary 2, 2020Most executives rightly focus on their offensive strategy—saving and investing—but a defensive strategy is essential,…
BlogIn the NewsRetirement PlanningTax PlanningTrending Topics The SECURE Act: What You Need to KnowDecember 19, 2019On December 16, 2019, Congress agreed to a spending bill which included a law called…
BlogFinancial PlanningIn the NewsTrending Topics An Important Lesson from WeWorkDecember 17, 2019The appeal of the company mission As a millennial, I grew up during the tech…
BlogFinancial PlanningRisk Management & Insurance How Much Life Insurance Do I Need?December 9, 2019The prospect of our inevitable journey to the pearly gates is a tough conversation to…
BlogEstate PlanningFinancial PlanningTax Planning Do I need to make gifts before the end of the year?December 9, 2019With all of the political uncertainty and recent changes in the tax law, our clients…
