All Wealth Planning Content

Is Your Advisor Putting Your Best Interest First?

Jeffrey C. Wolken |
Wealth Planning
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Understanding the importance of working with a fiduciary.   Fiduciaries are responsible for acting in the best interest of the individuals they serve, and are entrusted with a high standard of care.  A corporate fiduciary provides experience and objectivity needed to manage family trusts for the long term. Establishing a trusted relationship with an experienced fiduciary

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What Every Matrimonial Attorney Should Know About the Latest Trusts & Estates Developments

Sharon L. Klein |
Wealth Planning
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This article reprint was recently published in the NYSBA Family Law Section Journal and explores: Key estate-related considerations in pre-marital planning. In the event of separation and/or divorce, all estate planning documents, account titles, and beneficiary designations need to be reviewed. Trust decanting can be a powerful tool: Revising an otherwise irrevocable trust. With the

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Retirement Saving Strategies for Corporate Executives

Peggy Moran, CFP®, CAP®, ChFC® |
Wealth Planning
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Explore how a ‘backdoor’ Roth IRA or Health Savings Account may help you save more for retirement.  If your income is too high to make direct Roth IRA contributions, converting a traditional IRA to a Roth may be a viable option. Health Savings Accounts may offer a tax saving opportunity, as contributions are tax deductible

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