All Wealth Planning Content

Paying for the (Grand) Child’s Education: Making Educated Choices

Sharon L. Klein |
Wealth Planning

This article reprint was published in Wealth Counsel Quarterly and discusses college education funding alternatives. When the older generation of a family wants to make a positive difference in the lives of the younger generations, providing funds for their education is often seen as a way of leaving them with a lasting legacy. However, the cost of education is rising precipitously.

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Episode 10: Estate Tax Mitigation Strategies

Blair Talty |
Emerald GEMs

July 7, 2020—By drastically increasing the federal estate and gift tax exemption, the 2017 Tax Cuts and Jobs Act created a significant estate tax mitigation opportunity for high-net-worth individuals and families. The question now is: Have already strong estate tax mitigation opportunities become even more powerful in the pandemic?  National Director of Wealth Strategies Blair Talty discusses how these strategies have indeed been strengthened during COVID-19.

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