By Jeremy A. Wechsler, Esq.Investment Advisor [email protected] Solid estate planning is a key component of a retirement plan—at Franklin Retirement Solutions, we like to think of retirement planning like a […]
Jeremy Explains Why Most Estate Disputes Are Preventable Read More »
By Jeremy A. Wechsler, Esq.Investment Advisor [email protected] The term “tax bomb” is not new, and it’s often used to describe what some retirees can face if they don’t plan properly.
Jeremy’s Warning: The Hidden Tax Bomb Waiting for the Next Generation Read More »
By Jeremy A. Wechsler, Esq.Investment Advisor [email protected] “How can I avoid probate?” is probably the most searched question online, at least when it comes to estate planning. Probate has been
By Jeremy A. Wechsler, Esq.Investment Advisor [email protected] I came across a piece in The Wall Street Journal recently by Jonathan Clements, longtime personal finance columnist who recently passed. Jonathan had spent a
Getting Life (and Finances) in Order with Jeremy Wechsler Read More »
by Jeremy A. Wechsler, Esq.Investment Advisor [email protected] Back when I was practicing estate planning law full time, I saw too many people fall into easily avoidable scams. The nature of
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,