Insights

Access the content below to help you make more informed decisions when considering your personal trust journey.

Don't Let the Wrong State Get Between You and Your Assets

February 22, 2020 | by The New York Times

You may have more in common with Hollywood stars than you think: Where you live versus where your trust lives could equal an estate and tax planning headache if you aren't taking state law into account.

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Estate Plan Essentials

January 28, 2020 | by Plan Advisor

It's tempting to count on an inheritance to fund one's own retirement needs. That's a risky move if you aren't looking at all the elements that go into comprehensive estate planning.

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With Tax Reform, Wealthy Clients Should Update Estate Plans

December 16, 2019 | by Financial Advisor Magazine

If a trust is part of your overall financial plan, recent changes to tax law may lead to unintended tax consequences for you and your heirs. Understand what has changed and the steps you can take.

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Don't Forget State Taxes When Setting Up Client Trusts

November 11, 2019 | by Financial Advisor Magazine

Changing your latitude could have an impact on more than your attitude, especially when you are considering setting up a trust. Don't overlook the ramifications of location on trusts and state taxes.

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