By Jeremy A. Wechsler, Esq.Investment Advisor [email protected] I have always been fascinated by unusual estate planning cases and disputes—you can’t make some of these stories up. It is human nature
Jeremy Shares the Mystery Will That Changed Everything Read More »
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] Are we done with freeze warnings and winter yet? Between that and allergy season, I think we are all ready for the weather
Spring Cleaning with Jeremy: Estate Planning Edition Read More »
By Jeremy A. Wechsler, Esq.Investment Advisor [email protected] Gifting is one of the most powerful, yet most misunderstood tools in estate and tax planning. In this article, when I mention Gifting,
By Jeremy A. Wechsler, Esq.Investment Advisor [email protected] Two things in life are certain—death and taxes. Even more fun, they’re usually combined. Thankfully at the federal level, the exemption for estate
Jeremy Discusses Estate & Death Taxes—Mid-2025 Update Read More »