Our
Thinking

Fairness and equality stand at the heart of decisions about whom to give to and what to distribute in estate plans.

The U.S. Supreme Court decision in Connelly v. United States significantly impacted how closely held companies approach buy-sell agreements.

A Charitable Remainder Trust may help you avoid capital gains taxes and provide a significant income tax deduction.

For younger affluent clients, one essential tool to help secure a financial future that should not be overlooked is life insurance.

Our CEO, Jay Judas, appeared on the Planning Reimagined podcast to talk about how life insurance can help in generational wealth transfer.

Committing to trust terms that endure for generations can be daunting. A Trust Protector may be the answer.