Estate & Trust Archives

Clarfeld Citizens Private Wealth Promotes Michael Hans to Director of Investment Services; Hires Joan Bozek as Director of Trust Services

"Promoting Michael and bringing Joannie on board reflects Clarfeld’s steadfast commitment to expanding our world-class [...]

GRATs: Now Is A Great Time To Reduce Future Estate Taxes

The strategy when planning with GRATs is to capitalize on their very favorable quality of [...]

With Tax Reform, Wealthy Clients Should Update Estate Plans

Financial services magazine, Financial Advisor, highlights the importance of reviewing existing estate plans in light [...]

Despite The Song "Trust Fund Baby," Trusts Are Not Just For The Wealthy

Trusts certainly can be established for estate tax savings and to pass on wealth to [...]

For An Estate Plan To Work As Intended, Assets Must Be Properly Titled

The most important function of a will is to assure the transfer of assets to [...]

Company Benefit Plan Designations Can Lead To A Huge Estate Planning Blunder

Not all of your assets are controlled by your will; it's imperative to revisit titling [...]

Revocable Trusts And Why Should You Consider One

A revocable trust is an extremely flexible vehicle with little or no restrictions during your [...]

Special Needs Trusts: What They Do And How They Work

For parents with a disabled child, establishing a third-party special needs trust is a common [...]

Beyond Your First Marriage A QTIP Can Protect Your Current Spouse And Your Children

Rob Clarfeld, founder of Clarfeld Financial Advisors highlights the value a QTIP can have for [...]

How To (Fairly) Divide Your Estate Among Multiple Heirs

Should we treat our children equally when it comes to estate distributions? On its face, [...]