High Net Worth Estate Planning Considerations
The lifetime federal estate tax exemption of $11.70 million – the amount that each person can transfer without incurring federal gift or estate taxes – is the highest that it has ever been. For many high-net worth families, this has created a tremendous opportunity for passing wealth to the next generation. However, this window may soon close.
Download our Fall 2021 Newsletter (PDF 1.5 MB)
A Year in Review
The past year was unprecedented — everyone agrees. On March 13, 2020, a national emergency was declared in response to the COVID pandemic. No one knew what the virus would mean for our health, the economy, or our investments. Governments mandated the closure of schools and nonessential businesses, and people were told to stay home, causing unemployment to skyrocket and GDP to plummet. At the same time, the U.S. went through what was arguably the most contentious election in our lifetimes, and oil prices hit the bottom of the barrel with the first negative oil futures. To say there was considerable uncertainty as an investor would be an understatement.
Download our Summer 2021 Newsletter (PDF 1.4 MB)
Dividends in the Age of COVID
An astute client recently reached out to us to find out why the couple’s dividend payouts in 2020 were significantly less than in prior years – and more importantly, would they be able to take their usual portfolio distributions? This is a great question, and we thought it would be helpful to broadly share our response. (Spoiler alert: The answer is yes.)
Download our Spring 2021 Newsletter (PDF 811KB)
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