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Personal Planning Strategies

USA - October 7 2020 If you have not already been inundated with invitations to webinars, articles and newsletters regarding the estate planning you should consider doing...

Lindsay A Rehns, Albert W Gortz, David Pratt, Mitchell M Gaswirth, Nathaniel W Birdsall.

Wealth Management Update

USA - October 6 2020 Important federal interest rates continue to hold relatively steady. The...

Lindsay A Rehns, Albert W Gortz, David Pratt, Mitchell M Gaswirth, Nathaniel W Birdsall.

Wealth Management Update - July 2020

USA - July 2 2020 The July Section 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 0.6, which is identical to the June rate...

Jay D Waxenberg, Vanessa L Maczko, Stephanie E Heilborn, Lindsay A Rehns, Albert W Gortz, David Pratt, Mitchell M Gaswirth, Allison M. Heimann, Henry J. Leibowitz, Nathaniel W Birdsall.

Precious Metals Now Deemed Tangible Personal Property in Florida

USA - July 1 2020 Effective July 1, 2020, there is a new law in Florida (Section 731.1065 of the Florida Probate Code) that treats "precious Metals in any tangible...

Jay D Waxenberg, Vanessa L Maczko, Stephanie E Heilborn, Lindsay A Rehns, Albert W Gortz, David Pratt, Mitchell M Gaswirth, Allison M. Heimann, Henry J. Leibowitz, Nathaniel W Birdsall.

Wealth Management Update

USA - May 4 2020 Important federal interest rates continued to drop significantly for May of 2020. The May applicable federal rate ("AFR") for use with a sale to a...

Stephanie E Heilborn, Lindsay A Rehns, Albert W Gortz, David Pratt, Nathaniel W Birdsall.