Trust & Estate Considerations for Art & Collectible Owners and Inheritors
Owning and ultimately gifting art and collectibles brings unique challenges to its current owners and potential inheritors. Unlike traditional investments ...
Owning and ultimately gifting art and collectibles brings unique challenges to its current owners and potential inheritors. Unlike traditional investments ...
Recap Last year was generally risk on in most asset classes, headlined by the S&P 500 up over 20%. Indices ...
As financial advisors, our purpose is to increase the financial well-being of our clients. And, although I believe we add ...
While the large increase in the federal estate tax exemption has provided many with federal estate tax relief, New Yorkers ...
Intentionally Defective Grantor Trusts (“IDGTs”) are a commonly used estate planning vehicle to transfer wealth to family members during the ...
In our second season, we’re highlighting the people behind the innovative ideas and concepts that continue to level up our ...
You’ve done it! Three years of law school, a summer internship or two, several grueling months of bar exam prep, ...
Chances are that if you’ve reached a point in your career where your employer has granted you Incentive Stock Options ...
In our second season, we’re highlighting the people behind the innovative ideas and concepts that continue to level up our ...
Recap The third quarter brought back volatility after a first half rebound, with stocks and many bonds giving up some, ...
Episode 3 features an interview with Trevor Rozier-Byrd, the founder and CEO of Stackwell Capital, Inc., a fintech startup that ...
The curse of living in interesting times has continued at the start of 2023 with the intersection of banking running ...