The SECURE Act (the Act), enacted at the end of 2019, introduced sweeping changes to retirement plans. Estate planning revolving around retirement plan benefits has changed since the Act took […]

Estate planning can be a complicated matter, with many things to consider during the process. One consideration is the various types of trusts available to the individual. Among these is […]

Life insurance is one of many financial instruments out there. Its primary purpose is to provide a financial benefit to the dependents of the insured. I remember during my childhood, […]

Do you have a loved one to whom you want to leave money or assets to but who may not be financially responsible? A spendthrift trust may be an appropriate […]

The federal lifetime gift and estate exemption has been a hit with high net worth individuals. However, these individuals need to keep in mind that along with the federal estate […]

BERDON TAX TEAM 4.1.22 | Client Alert Premise: Beginning in 2023, individuals with a net worth in excess of $100 million would pay a minimum annual income tax of 20% […]

Berdon Personal Wealth Services Team 3.24.22 | Client Alert At the end of 2019, the Secure Act (“the Act”) introduced the 10-year rule, requiring most non-spouse designated beneficiaries (non-eligible designated […]

Steve and Madison have done well during their lifetime and accumulated a significant net worth. They have not done any estate planning over the years. However, due to a recent […]

1.5.22 | Press Release NEW YORK – “We are particularly pleased with the diverse group of new partners who, in their own unique ways, have demonstrated the technical excellence and […]