Wealth Management Articles

Our team has put together a collection of helpful and informative articles regarding wealth management.

If you're interested in learning more about wealth management, these articles may have just what you're looking for.

Financial Management for Single Seniors

Facts of life: Most retirees will be single for some period of time, and most of those singles will be women.

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Affluent families everywhere should have heaved a sigh of relief when Congress averted the fiscal cliff as 2013 began. Failure would have meant a return to a $1 million federal estate tax exemption and a 55% tax rate, exposing millions more families to this tax.

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How can the same piece of legislation be scored as both a $3.9 trillion tax cut and a $620 billion tax increase? It all depends upon your frame of reference.

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The process and timing of the avoidance of the “fiscal cliff” in Washington, D.C. was without legislative precedent. The uncertainties created by the fiscal cliff were widely seen as suppressing new investments by business in the last half of 2012, causing the economy to perform below its potential.

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Inherited IRAs

If you are a beneficiary of an estate that includes an IRA, we have two words for you: It’s complicated.

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An Unhappy Kodak Moment

The Eastman Kodak Company, founded in 1889, became an American icon. Kodak brought photography to ordinary people with roll film, the Brownie and Instamatic cameras, and Kodachrome. The Kodak brand was widely recognized, and for ten years it has adorned the theater where the Oscars are presented. On January 19, Kodak put itself in bankruptcy court.

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Super IRAs

Earlier this year, Presidential aspirant Mitt Romney revealed, through financial disclosure documents, that he owns an IRA worth between $20.7 million and $101.6 million (the disclosure forms use ranges, not exact figures). Even using the lower figure, $20 million seems rather extraordinary, given that IRA contributions were long limited to $2,000 and only recently have been boosted
to $5,000 ($6,000 for those over 50). How did he do it?

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How do I Choose the Right Trustee?

Trust-based wealth management plans are growing in popularity. According to one recent survey, more than half of families whose wealth exceeds $5 million already employ a trust for asset
management. More than a third of families whose wealth falls into the $1 million to $5 million range have a trust.

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Trusts for Special Needs

Parents and grandparents of a child with a lifelong disability, such as autism, have a special estate planning challenge. On the one hand, they want to provide the financial support that the child never may be able to provide for himself or herself. On the other hand, they want to protect the child’s eligibility for the full range of government support programs, including health care.

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