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New York, New York – Using an In Terrorem Clause to Stop an Estate Challenge
New York, New York – Connecticut’s Estate Tax Is Subtly Different Than Federal
New York, New York – What the Heck Is Life Insurance? Taking Care of Your Family
New York, New York – What the Heck Is a Family Office? Managing Family Wealth
New York, New York – How the Heck Are We Different than a Financial Advisor?
New York, New York – “Taxachusetts” Tax Relief to Raise Estate Tax Exemption
New York, New York – Why Would a Wealthy Person Finance a Life Insurance Policy?
New York, New York – Navigating New Jersey’s Inheritance Tax Maze of Madness
New York, New York – What the Heck Is an Estate? A Confusion Easing Explanation
New York, New York – Having a Voice With the Next Generation After You’re Gone
New York, New York – Do Wealth Tax Proposals Threaten to Make You a Tax Refugee?
New York, New York – What Is the Best Life Insurance Company for HWNI and UHNWI?
New York, New York – Beyond Federal Taxes: The Basics of New York’s Estate Tax
New York, New York – High Net Worth Classes: Understanding HWNI and UHNWI
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Recent
Saddle River, NJ - NJ's Inheritance Tax Could Be an Unexpected Thorn for Family
Aug 20, 2023
New Jersey is one of five states that only applies an inheritance tax on wealth transfer. The Garden State’s i…
New York, NY - What the Heck Is Insurance? A Brief Look at Our Business
Aug 17, 2023
The history of life insurance can be traced back to burial societies of the Roman Empire. People who belonged …
Greenwich, CT - Conn.'s Updated Estate Tax Has a Gift for Heirs and Planners
Aug 14, 2023
Connecticut’s estate tax picture is interesting for 2023. The state has raised its estate tax exemption to $12…
New York, NY — What Is a Family Office? Managing a Ultra-High-Net-Worth Family
Aug 10, 2023
What is a family office? This is a question we sometimes hear from people who simply don’t know. A family offi…
New York, New York – Using an In Terrorem Clause to Stop an Estate Challenge
Aug 10, 2023
An in terrorem clause is designed to disinherit someone if they challenge an estate plan. But depending on the…
New York, New York – Connecticut’s Estate Tax Is Subtly Different Than Federal
Aug 7, 2023
Connecticut’s estate tax exemption has moved into alignment with the federal estate tax, but there are importa…
New York, New York – What the Heck Is Life Insurance? Taking Care of Your Family
Aug 3, 2023
The first modern life insurance policy dates to 1583; today, it protects assets for millions. The Unger Compan…
New York, New York – What the Heck Is a Family Office? Managing Family Wealth
Jul 31, 2023
A family office is an operation that manages the assets of an ultra-high-net-worth family. As estate tax strat…
New York, New York – How the Heck Are We Different than a Financial Advisor?
Jul 27, 2023
We are different than financial advisors in many ways, but one idea that may be helpful in understanding what …
New York, New York – “Taxachusetts” Tax Relief to Raise Estate Tax Exemption
Jul 25, 2023
Massachusetts is preparing to raise the exemption and remove the cliff effect from estate taxes. This could he…
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