Estate Planning; A New Year’s Reminder Of Where We Are, Where We Are Going, And What To Consider
It seems like it was just yesterday that the 2017 Tax Cuts and Jobs Act…
Abbey Flaum
“Basis” – What Is It And Why Does It Matter?
In this short video, Abbey Flaum explains the term “basis” when referring to an asset….
Save Family Heartache Later By Gathering Key Info Now!
Everyone likes to procrastinate unglamorous tasks, but some tasks can save time and heartache later….
Avoid Getting Lost After The Loss Of A Loved One: A Roadmap To Navigating Probate
For so many people who lose a loved one, the idea of probate becomes a…
Do You Know What Can Be Included In Your Will?
It is important to know what can and cannot be included in your will. In…
Why Do I Need An Estate Planning Team?
Abbey Flaum discusses the importance of having the appropriate professionals on your team to ensure…
Why Prenups Are Not Always A Bad Thing
In this short video, Abbey Flaum discusses the stigma around prenuptial agreements and why it…
Avoid Leaving Behind The Proverbial Mess; Information To Assemble For Your Loved Ones Now For After You’re Gone
Many people think that there must be a database that provides you with all you…
What Is A Professional Trustee – And Who Needs One Anyway?
Are you having a hard time determining who should be your trustee? Or do you…
Advanced Health Care Planning: Why It Cannot Wait Until Tomorrow
By: Managing Director – Family Wealth Strategist, Abbey Flaum, J.D., LL.M. Whether you are…
What Is A Revocable Trust?
In this short video, Abbey Flaum explains a revocable trust, the advantages, and who needs…
The above is not a recommendation to purchase or sell a particular security and is not legal, investment or tax advice. Results are not guaranteed. All investing involves risk.
Past performance is not a guarantee of future results for any investment. Private alternative investments are not for every client. An individual must be qualified to invest in a private investment based on their net worth and/or other criteria, and they may qualify to invest in some alternative investments while not being allowed to invest in other alternative investments. Alternative investments are not risk-free and there is no guarantee of achieving attractive performance compared to similar liquid investments. Risks associated with investments in private alternatives include the illiquid nature of such investments, risks associated with leveraged investments, manager-specific risks, sector-specific risks, and in certain cases geographical risk, as well as the risk of loss of principal.
Review Your Estate Plan Now…Not Later
It is important to review your estate plan now rather than waiting for the next…
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