/ TAG Trust & Estate Planning

Recession, divorce, inheritance, and many other factors require us to proactively reorient our personal and financial priorities.

When it comes to down-market “lemons,” the year 2022 at its midpoint has already served up a whole grove of them. Smart investors will want to revisit their plans and look for ways to turn those financial lemons into tax lemonade. And here are three strategies to get you and your advisors started.

A smart agent is as proactive in alleviating risk as in procuring adequate coverage for those times disaster actually strikes.

Adult children who know that there is some money set aside for them may feel more empowered to pursue a career they are passionate about.

What often gets overlooked, however, is the significant increase in the estate and gift tax exemption amount—a change that for some families could have tremendous estate-planning implications.

Bereavement is physically and mentally exhausting. . . What can help is thoughtful planning done in advance and a competent team of trusted advisors.

If yours is a family of means without an estate plan, here is the first thing you need to do.

Estate planning involves a complex web of tax, property, probate and trust law applied to family dynamics at some future time.

The “honor” of being named a trustee carries with it a lot of risk—much of it unintended.

Let’s begin with a single-sentence answer: If you have particular wishes relating to the distribution and taxation of your assets,

When opening or updating IRAs and company retirement accounts, most people do not hesitate to designate their minor children as

You take care of your family and work hard for the things you’ve acquired

Retirement benefits vary greatly among the major professional sports leagues, but it is increasingly apparent that athletes should be conscious

The seemingly infinite number of investment options available today may leave some people feeling daunted about choosing the right securities

“Someone’s in for a shock,” I thought to myself as I eased the throttles forward, accelerating the plane down the

Many people endeavor to draft an estate plan that will meet their family’s needs when they pass

If an individual dies without a will, his or her estate will be disposed of pursuant to state laws that

According to Investment News, over the next 30 years, $30 trillion will be passed down from baby boomers, to Generation

Given today’s low interest rates, now is an ideal time to create a GRAT, which should sit at the top

Until laws catch up to technology, there will remain uncertainty regarding our digital assets after we no longer can manage them for ourselves.

Trusts can help pass along family values as well as wealth