Jonathan Fitzgerald, national director of estate and trust settlement services, talks with Editor in Chief of Trusts & Estates magazine, Susan Lipp, at the 54th Annual Heckerling Institute on Estate Planning about the skills that are required to serve as an executor, particularly for a more complex estate. He provides compelling commentary on how family dynamics play a key role when it comes to naming an executor.Please see important disclosures at the end of the video.
Make today’s increased federal transfer tax exemption work to your advantage. As a business owner, it’s important to understand how the tax reform changes can work to your advantage.The increased federal transfer tax exemption amount (the exemption) provides a unique opportunity for you to implement beneficial transfer tax strategies for your business interests.
Strategic finance, or leverage strategies, play an integral part in preserving and transferring your family’s wealth.
Utilizing leverage strategies in estate planning can help preserve your legacy and create the efficient transfer of wealth.
The ability to access a range of customized credit solutions can be a vital part in the implementation and maintenance of your wealth plan.