Back to Estate Insights Post-Election Estate Planning: Why You Should Act Before 2021 Paul McGloin November 17, 2020
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 Planning 2024 Gift, Estate, and GST Tax ChangesPartner Paul Chmielewski highlights the gift, estate and GST tax changes for 2024.
Individuals and Families 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…
Estate Planning 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…