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Trust & Estate Plan

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Minimizing Estate Taxes: Don't Wait Until You Die To Start Giving Away Your Millions
by James Lang

Two case studies present tax-saving game plans.
 
Preserving the Value of Your Art Collection: Tips for Effective Art Succession Planning
by Michael Mendelsohn and Paige Stover Hague

Failure to plan for these assets during your lifetime can prove costly.
 
Ten Estate Planning Guidelines for the High Net Worth
by Joshua Frankel

WME takes some of the legalese out of estate planning.
 
Ten Essential Year-End Tasks to Safeguard Your Estate
by Scott Paul Frush

The end of the year means it’s time to review your investment and estate plans and make the moves that will safeguard your estate from unnecessary taxation. It is also a critical time to make sure your investments are in line with changing objectives for yourself and your family.

 
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