Tax & Wealth Advisor Alert:
How Much Should a Trustee Be Paid?

Posted on June 7, 2018 | Kelly Condon

Let’s say you have been named trustee of a loved one’s trust. Now, you’ve just found out how much time and work it will take to fulfill your trustee responsibilities and duties. How much should you be paid to be ...Read More »

Tax & Wealth Advisor Alert:
What Should Businesses Know About the Tax Plan?

Posted on April 5, 2018 | Samantha Amore

If you’ve been following our posts, this is the third installment in our series on the Tax Cuts and Jobs Act, the tax-legislation overhaul passed by Congress and the President at the end of 2017. Previously, we highlighted the most ...Read More »

Tax & Wealth Advisor Alert:
What Should Non-Profits Know About the Tax Plan?

Posted on January 29, 2018 | Samantha Amore

If you’ve been following our posts, this is the second installment in our series on the tax plan. Previously, we highlighted the most important changes affecting individuals. (Read full article here) This week, we’re discussing the most important changes affecting non-profits. ...Read More »

Tax & Wealth Advisor Alert:
What Should Individuals Know About the Tax Plan?

Posted on January 16, 2018 | Samantha Amore

I’m sure you’ve heard the news by now–Congress passed sweeping tax legislation at the end of 2017. These changes to the tax code will affect everyone from hairdressers to private equity fund managers. Everyone now wonders, what do I need ...Read More »

Tax & Wealth Advisor Alert:
What Should You Do If You Are Named Trustee?

Posted on December 5, 2017 | Kelly Condon

Perhaps a friend or loved one has recently passed away and has named you as the trustee of their trust. You may be wondering, “What does it mean to be a trustee?”
Your job as “trustee” makes you responsible for carrying ...Read More »

Tax & Wealth Advisor Alert:
FINANCIAL ADVISOR SUCCESSION–PART ONE: GOAL CLARITY

Posted on February 15, 2017 | Joseph Maier

Given my combination of experience (13 years in the home office of a national life insurance company) and expertise (working with clients on the creation and execution of succession strategies), a growing part of my practice is in leading financial ...Read More »

Tax & Wealth Advisor Alert:
Creating a Successful Succession Plan: Value

Posted on February 13, 2017 | Joseph Maier

A successful succession plan maximizes the value of the business in order to take care of the people the owner cares about. Of course, that raises an important question: “What factors maximize the value of a business in transition?” That ...Read More »

Tax & Wealth Advisor Alert:
Buy-Sell Planning: Three Mistakes to Avoid

Posted on September 27, 2016 | Joseph Maier

One of the critical planning tools a closely held business plan should have is a buy-sell plan. A plan that addresses what happens to ownership of the company upon certain “triggering events,” such as the death, disability, or termination of ...Read More »

Tax & Wealth Advisor Alert:
Choosing a Trustee: It Is All About Trust Part 1—Discretion vs. Direction

Posted on May 19, 2016 | Joseph Maier

Virtually all of my clients leave property to the next generation through trusts. Generally, these trusts last for the lifetimes of their children and oftentimes for further generations, as well. We setup trusts this way to protect those children from ...Read More »

Tax & Wealth Advisor Alert:
Creditors, predators and divorcing spouses are why having a trust may be better than a will

Posted on May 12, 2016 | Joseph Maier

As I have stated before, when people find out what I do, the most common “cocktail party” question I get is “do I need a will?” Over time, my answer to that question has evolved. I used to respond by ...Read More »