Year-End Estate and Tax Planning 2021

Allison K. Pierce and Bradley R. Crockett, CFP®, CEPA™️ |
Wealth Planning

Now is the time to consider both conventional and situational strategies.Routine year-end planning includes income tax, capital gains, annual exclusion gifting, and estate planning considerations.Supplementing your routine strategies with situational strategies can help further enhance your financial and tax positions.A well-coordinated plan is key to utilizing this year’s opportunities and being well prepared for what may come in the future. First and foremost, wealth planning is a process.

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New York’s Latest Legislative Session: What Passed, What Didn’t, What’s Next

Sharon L. Klein |
Wealth Planning

 This article was published in the September 21 New York Law Journal Special Trusts & Estates section and provides a comprehensive review of trusts & estates-related legislative activity, specifically in New York, but the proposals often frame issues with which state legislatures across the country are now grappling.

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Massive Fortune, Bitter Court Battles Surround Definition of Grandchild for Elizabeth Hurley’s Son

Sharon L. Klein |
Wealth Planning
Lawyer in office with gavel, symbol of justice. Legal authority rights concept

This article reprint was recently published in Steve Leimberg’s Estate Planning Newsletter. Sharon Klein shares her insights on a case that has garnered intense media attention involving the disinheritance of Elizabeth Hurley’s son: “Disinheritance around a massive fortune, bitter court battles, out-of-wedlock children, iconic models, suicide…a soap opera plot? Hardly.

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