This article discusses options for estate tax reduction planning in less favorable economic climates.
By Rachel Lee
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Category: Articles
Freeze Assets in Your Estate Before a Liquidity Event (“fathom” – October 2017)
This article reviews estate planning techniques available prior to the sale of an asset.
By Dawn Baca
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Estate Planning Checkup: 3 Questions to Ask Annually (“fathom” – August 2017)
This article reviews the estate planning items everyone should review regularly with their advisors.
By Melissa Punim
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Estate Planning Checkup: 3 Questions to Ask Annually (“fathom” – August 2017)
This article provides key questions to discuss with your wealth manager each year with respect to estate planning. View article
Does the Election Mean the End of Estate Taxes (“fathom” – December 2016)
This article provides guidance around the potential future of estate taxes based on the 2016 Elections. View article