Tag: Estate Planning

Developing a Pension Maximization Strategy

This paper is the second part of a two-part series. In the first part, we discussed the considerations involved in evaluating different pension options. As follow-up, this second part will discuss whether there is [...]

By |2019-08-22T20:00:57+00:00August 21st, 2019|Blog|Comments Off on Developing a Pension Maximization Strategy

Single Life vs. Joint & Survivor Pension Payout Options

This paper is the first part of a two-part series. In the first part, we discuss the considerations involved in evaluating different pension options. As follow-up, the second part will discuss whether there is [...]

By |2019-08-22T20:29:58+00:00August 20th, 2019|Blog|Comments Off on Single Life vs. Joint & Survivor Pension Payout Options

Guide to Giving: What to Give

This is the second article in a Guide to Giving blog series by contributing editor Richard B. Freeman. Richard is a Senior Director, Wealth Advisor at Round Table Wealth Management and a member of [...]

By |2019-05-21T18:49:12+00:00October 16th, 2018|Blog|Comments Off on Guide to Giving: What to Give

Guide to Giving: Ways to Give

This is the first article in a Guide to Giving blog series by contributing editor Richard B. Freeman. Richard is a Senior Director, Wealth Advisor at Round Table Wealth Management and a member of [...]

By |2019-05-21T18:42:47+00:00October 16th, 2018|Blog|Comments Off on Guide to Giving: Ways to Give

2018 Federal Estate Tax Law Changes

Federal estate taxes changed under the new tax law, resulting in substantially less taxes for individuals with estates greater than $5.49 million and couples with estates greater than $10.98 million. The Tax Cuts and Jobs Act more than doubles [...]

By |2019-06-13T14:32:28+00:00April 16th, 2018|Blog|Comments Off on 2018 Federal Estate Tax Law Changes

Trump’s New Tax Law Changes

Rate Cuts, Deductions, AMT—these words are being tossed around a lot lately in the news headlines. Heated political opinions are flying back and forth claiming Trump policy will lead to tax cuts that benefit the rich or hurt the [...]

By |2018-12-07T20:54:34+00:00January 17th, 2018|Blog|Comments Off on Trump’s New Tax Law Changes

What Happens at Death

The age-old question: what happens to us when we die?  I’d be lying if I said I had any sort of spiritual answer for you.  I can; however, help shed some light on what happens to your worldly possessions [...]

By |2018-12-07T20:42:22+00:00April 11th, 2017|Blog|Comments Off on What Happens at Death

Serving as a Trustee – What to Know

With a growing number of trusts being created every year in the United States, the possibility that you may be named as a trustee may also be increasing. Maybe you were chosen by a sibling, a parent, a colleague [...]

By |2019-07-15T19:56:49+00:00February 1st, 2017|Whitepapers|Comments Off on Serving as a Trustee – What to Know

No One Dies in New Jersey

I was having lunch with a client who had recently attended a funeral in Greenwich, Connecticut and had commented about how run down the facilities were.  For those of you who are unfamiliar with Greenwich, it consistently shows up [...]

By |2019-07-15T19:56:25+00:00October 14th, 2016|Blog|Comments Off on No One Dies in New Jersey