Estate & Trust News Archives

The Gates Divorce: Lessons for Financial Advisers

Our Chief Fiduciary Officer, Joannie Bozek shares insight on the importance of a comprehensive financial [...]

How Wealthy Clients Can Plan For Federal Tax Hikes

Jose Reynoso, our Director of Tax and Estate Planning, shares insight on how to plan [...]

5 Ways To Manage Risk For Optimal Returns In 2020

Our Director of Trust Services, Joan Bozek, shares the importance of personal risk management. View [...]

Clarfeld Citizens Private Wealth Promotes Michael Hans to Director of Investment Services; Hires Joan Bozek as Director of Trust Services

"Promoting Michael and bringing Joannie on board reflects Clarfeld’s steadfast commitment to expanding our world-class [...]

GRATs: Now Is A Great Time To Reduce Future Estate Taxes

The strategy when planning with GRATs is to capitalize on their very favorable quality of [...]

How to Prepare Clients’ Children for Inheritance

WSJ Adviser Voices is an occasional feature of edited excerpts in which wealth managers address [...]

7 Ways Advisers Fixed Clients' Biggest Financial Dilemmas

Jose Reynoso used a New York state decanting statute to transfer the trust assets into [...]

RIAs Must Confront the Emotional Side of Letting Go of Their Business

Donna Cuiffo, managing director at Clarfeld Financial Advisors, a $6 billion multi-family office, said it [...]

The Survivor

Part of Overall Estate PlanningWhatever the benefits, many experts stress that survivorship insurance must be [...]