Wealth Management
The holistic wealth viewpoint
1 min read
March 2018 Market Perspectives
Our latest Market Perspectives provide timely economic and financial expertise on emerging trends and issues that are top of mind with our clients.
3 min read
Estate planning: Finding opportunity in the new law
For 2018, the estate, gift, and generation skipping transfer tax exemption amounts will be $11,180,000 per individual, compared with an exemption amount of $5,600,000 per individual under the previous law. What should you do now to take advantage of this opportunity?
5 min read
Tax reform still allows 1031 exchanges to defer gains on real estate sales
Changes to the U.S. tax code spared a popular — and effective — strategy for tax deferral, a 1031 like-kind exchange. Real estate investors will need a strategy to take full advantage of the program.
5 min read
Working with a professional trustee: Six myths busted
Selecting the right trustee is a critical part of estate planning, but the selection process can be rife with misconceptions. Here are six of the most common myths we hear — and the realities.
Deep dive: The holistic wealth viewpoint
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