What Is An Irrevocable Life Insurance Trust And Why Might I Need One?
An irrevocable life insurance trust (an “ILIT”) is a type of trust designed by its…
Abbey Flaum
The Power Of Attorney; Managing Life’s Business When You Cannot
Whether it’s paying bills, directing investment purchases and sales, closing on real estate transactions, applying…
Why You Need A Financial Power Of Attorney
In this short video, Abbey Flaum explains the importance of having a financial power of…
What Is Included In Your Estate?
In this short video, Abbey Flaum explains what is included in your estate and the…
Current Estate Tax Laws Explained in 3 Minutes
In this video, Abbey Flaum explains the ever-changing estate tax laws and how they currently…
Gifting Basics: What Counts As A Gift And Gift Tax Reporting
You helped your son by making the down payment on his new home for him….
Current State Of The Estate And Gift Tax Laws
Now that we are a few months into 2023 with spring break on the mind,…
It’s All Relative; Family Matters in Business Succession
Parenting and running a business are, in many ways, parallel experiences. From the time a…
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.
It’s Time To Consider Your Health Care Wishes
In this short video, Abbey Flaum discusses the importance of having a health care proxy…
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