Evercore Wealth Management
“You can be young without money, but you can’t be old without it.” Most of our clients would agree with Tennessee Williams on that score, which is why retirement is a major area of focus at our firm. However, it’s…
Falling market values didn’t bother me much when I was younger. I figured everything would get better, sooner or later. Now that I no longer have the luxury of a long-term personal investment horizon, I more fully understand why so…
Wealth management has long been ripe for disruption. It’s a fragmented and often opaque market, and no institution has – or ever will have – universal appeal. So how can a prospective client find the right fit, or how can…
The clock is ticking on current federal transfer tax exemptions. Does that make now the right time to transfer wealth? Individuals can now pass $11.18 million to heirs, free of gift, estate and generation-skipping transfer taxes; for married couples that…
Financial harmony supports a happy marriage, but it’s not necessarily a path of roses to get there. Most new couples have some adjustments to make. It starts with a conversation. Every couple is unique, and discussing finances isn’t always the most…
“Life’s journey is not to arrive at the grave safely in a well-preserved body, but rather to skid in sideways, totally used up and worn out, shouting ‘Man, what a ride!’” George Carlin, the stand-up comedian, actor, author, and irreverent…
This is the time of year that the thoughts of many of us turn to the sunny south. Now there’s even greater incentive – for Californians, as well as residents in the Northeast and the Midwest – as tax reform…
Families considering the enhanced gifting opportunities afforded by the Tax Cuts and Jobs Act should keep two factors in mind: Estate planning is never just about taxes – and the window to act under current law is scheduled to shut…
Behind the headline changes afforded by the Tax Cuts and Jobs Act of 2017 are the financial, emotional and physical realities confronted by many families. Comprehensive estate planning is at least as important as it has ever been. Consider, for…