Intentional Inheritance Planning

Thomas C. Rogerson |
Wealth Planning
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Learn three best practices to help families overcome fears of demotivation. Many wealth holders fear that the anticipation of inherited wealth will demotivate or disempower family members. The idea of discussing wealth transfer and inheritance issues can be daunting, but the rewards can prove significant when family members work together to improve communication and strengthen

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Financial Aspects of Prenups

Wealth Planning
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Learn how prenuptial agreements can be an important component of pre-marriage planning: Prenuptial agreements, or prenups, can be instrumental in providing an orderly process if the marriage ends. They can allow for the specific assignment of assets to particular individuals—such as the decedent’s children from a prior marriage. Individual states have different laws pertaining to

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Delaware Repeals Estate Tax in 2018

Jeffrey C. Wolken |
Wealth Planning
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This Issues and Insights discusses important changes to Delaware tax law for high-net-worth residents. New legislation repeals the Delaware estate tax as of January 1, 2018. Following the repeal of Delaware’s estate tax, there remain 17 states plus the District of Columbia that impose either an estate tax, an inheritance tax, or both.    Even without the

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