All Wealth Planning Content

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

Comprehensive estate planning allows individuals and couples to maximize control over where their assets will go upon their death — while helping to minimize taxes so they can leave as much as possible to each other, their loved ones, and charitable causes.While this sounds simple enough, most laws regarding how estates are handled are designed with a traditional nuclear family in mind—a husband and wife and their biological children. Although the U.S.

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Using a Letter of Intent to Convey Important Information When Your Family Needs it the Most

Andrew J. Horwitz, CFP® |
Emerald GEMs

June 1, 2021—A letter of intent, sometimes called a statement of guidance, is an easy and informal way to share important information about your estate plan. It allows you to convey, in your own words, your hopes and wishes for your beneficiaries, the reasons why you created the plan you have, and how you would like to see the plan administered to accomplish your goals.

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How to Make Your Charitable Giving More Tax Efficient

Emerald GEMs

May 4, 2021—The ongoing pandemic has made philanthropy more important than ever. The good news is some of the charitable giving tax benefits, originally enacted through the CARES Act at the start of the pandemic, have been extended through 2021. In today’s podcast we discuss how to take advantage of tax changes related to charitable giving this year, while also addressing how future tax increases may work to a donor’s advantage.

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