Taxes may not be your clients’ top priority when you are helping them through their divorce, but many decisions made during this time can affect their situation. Sometimes these decisions can be costly. Listen as Rachael Leberstien, senior wealth relationship manager, discusses the 10 Tax Considerations in Divorce with Sharon Klein, president, Family Wealth, Eastern U.S. Region and head of the National Divorce/Matrimonial Advisory Practice.
June 15, 2021—One common mistake people make when creating their estate plans is not spelling out the fate of their personal property—things such as jewelry, cars, collectibles, and artwork. Without a clear plan, family controversy may arise over items that have great sentimental or monetary value.
June 9—The economy is still rising after a COVID-induced hibernation, further bolstered by easy monetary policy and vaccinations, while pent-up demand and stimulus are being deployed, brightening the outlook for corporate earnings—but for how long? How much has the recovery been priced into stocks? Chief Investment Officer Tony Roth welcomes the insights of seasoned stock pro Lori Calvasina, head of U.S.