Evercore Wealth Management
Same-sex couples across the United States are reviewing their estate plans in the wake of the June 26 Supreme Court ruling that legalizes same-sex marriages in all states. Here are some of the issues families should begin considering, in consultation…
Highly appreciated stocks and higher tax rates are presenting many investors with a high-class problem: what to do with substantially appreciated stock positions. A number of wealth planning strategies can help ease diversification and protect gains, even in these conditions.…
There is an old saying in this business: You can make a small fortune by handing over a large one to a bank trust department. That was certainly the case for almost 200 years, and some would argue that it…
Abraham Lincoln observed that folks are usually about as happy as they make their minds up to be. My 40 years of experience in wealth management has taught me just how true that is – and how often it can…
Health Insurance Working/Wealth Accumulation Years
President Obama proposed two tax measures in the State of the Union address on January 20, 2015, that would impact high net worth investors. While it is unlikely that a Republican-dominated Congress will allow these measures to pass in anything…
Most high net worth families know that they are able to efficiently transfer wealth by making annual exclusion and lifetime gifts to their children that reduce the taxable value of their own estate. Many don’t realize, however, that they can…
Everyone knows the saying that it’s not what you make that matters, it’s what you keep. In this increasingly high-tax environment, private investors need their assets to generate the best possible risk-adjusted real returns. Many investors underestimate the impact of…
Although the 2015 Federal income tax and wealth planning environment remains relatively unchanged from 2014, it is still important to understand and take advantage of available planning opportunities. The annual gift and generation-skipping tax exemption increased to $5.43 million per…