Wealthy families should consider taking advantage of the favorable estate planning environment that 2024 brings. Next year, the estate, gift, and generation-skipping transfer tax exemptions, which are adjusted annually for...more
This week, the House Ways and Means Committee released draft tax legislation. The legislative draft includes several provisions especially relevant to high-net-worth families and estate planning, including reducing the wealth...more
Although recent events have created uncertainty and stress, the current climate of reduced asset values, very low interest rates, and favorable tax laws presents significant wealth transfer planning opportunities for high net...more