Theresa Marx

Keeping The Peace--Planning For Cherished Or Valuable Personal Possessions

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Here are some important considerations to help clients avoid or at least minimize conflict over personal property.

Talking To Children About Wealth, Part II


Help clients engage their children, up to age 11, in conversations and activities about wealth.

Getting To The Finish Line Before Tax Reform


Tax legislation proposals and how they can impact your clients' overall planning.

Building Blocks For An Effective And Flexible Trust


There are many considerations that go in to designing an effective trust.

Planning This Election Year


In 2020, clients likely are considering how to take advantage of current gift tax exemption mounts. Should they be concerned about giving too much away?

Five Ways To Build Flexibility Into Your Gift Planning


How to take advantage of current gift tax exemption amounts, without giving too much away.