Meet The Author Paul McGloin Partner Paul is the Chief Planning Officer and a Partner based in Texas. He has over twenty-five years of experience in helping families create and optimize... Learn More
Estate Why State Taxes Matter in Estate PlanningOn January 1, 2026, the federal estate tax exemption amount is scheduled to automatically decrease from $13.99 million per person (in 2025) to approximately $7…
Estate Family Charters: A Guiding Light for Managing Family Businesses and Other PropertyJointly-owned family property, like a business or vacation home, can create family tension. To keep the peace, Partner Pierre duPont suggests creating a family charter.
Estate Trusts as IRA BeneficiariesThis article examines the critical considerations for selecting a trust as an IRA beneficiary post-Secure Act, including the types of trusts that qualify and the…
Estate The Sunset is Not Worth Waiting ForEstate Tax Planning Strategies in 2024: Learn about strategies to navigate estate taxes before changes take effect in 2026. Options include Spousal Lifetime Access Trusts…
Behavioral Finance How to Use a 529 Plan For Retirement529 savings plans, traditionally used for education expenses, now offer a path to retirement savings with the ability to roll over unused funds into a…
Estate 2024 Gift, Estate, and GST Tax ChangesPartner Paul Chmielewski highlights the gift, estate and GST tax changes for 2024.
Investments 5 Things to Do in a Down MarketVolatile markets can shake the confidence of even the most committed long-term investors. Starting with a comprehensive financial plan, understanding just how much risk you…
Charitable Giving A Guide to Charitable Gifting OptionsDiscover the power of purposeful giving with our guide on current charitable gifting options. Explore Private Foundations, Charitable Remainder Trusts, and Donor Advised Funds to…