Estate Tax Update
By Jeremy A. Wechsler, Esq.Investment Advisor [email protected] As we move into the second half of 2025, Congress is fiercely debating in the One Big Beautiful Bill Act — their latest […]
The Tiny Detail That Could Upend Your Estate Plan
By Jeremy A. Wechsler, Esq.Investment Advisor [email protected] Most people assume that once they’ve signed a will or a trust, their estate plan is complete. In reality, a lot can slip
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The Most Important Conversation You’re Probably Avoiding
by Jeremy A. Wechsler, Esq.Estate & Elder Planning Attorney | Investment Advisor [email protected] What is a legacy? It’s not just money or property. A legacy is everything you’ve worked hard
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A Guide For Gifting in 2025
By Jeremy A. Wechsler, Esq.Investment Advisor Representative Gifting is one of the most powerful (and misunderstood) tools in estate planning. Done correctly and strategically, it can reduce taxes, preserve wealth,
Pay Uncle Sam Now or (More) Later?
by Jeremy A. WechslerInvestment Advisor [email protected] You heard it here a couple of weeks ago—I am the newest member of FRS, and I am beyond thrilled to join the team
Your Estate & Taxes, 2025 Edition
by Jeremy A. Wechsler, [email protected] I wrote a couple months ago after the election about the likelihood that there would be no cut in the federal estate tax exemption, which
The Odds of Needing Long Term Care
by Jeremy A. Wechsler, [email protected] “Long term care” is the last thing most of us want to talk or hear about. You may have experienced caring for someone, or fear