Estate Planning for the Modern Family: Why Trusts Still Matter

Sharon L. Klein |
Wealth Planning
Multi racial step family preparing for barbecued lunch in garden, bonding, togetherness, food and drink

For nontraditional families, planning remains more important than ever.Planning for same-sex marriage and strategies for “nontraditional” and blended families are explored.Advances in reproductive technology are creating once unimaginable questions regarding inheritance rights and have given rise to a new area of law: posthumous birth laws.


LGBTQ Investors: Progress, Potential, and Planning

Investment Management

In this investment insight, we explore:The financial implications of marriage equalityThe link between wealth and confidenceHow the LGBTQ segment is changing the investment world “The Supreme Court decision means we can now plan for the future like anyone else,” says José, a 47–year–old designer who married his partner, Peter, in 2015, after Obergefell v. Hodges, the landmark Supreme Court of the United States (SCOTUS) decision that made same-sex marriage legal in all 50 states.


Municipal Fixed Income Quarterly Market Commentary 1Q2021

Dan Scholl |
Investment Management
Municipal Fixed Income

In the 1Q 2021 issue of our quarterly publication, we:Discuss the muni market’s outperformance versus fixed income during 1Q 2021 amid volatilityNote the potential challenges that could lie aheadShare our views on the potential improvement on the credit quality of New York State, New York City and…