Financial Poise

Articles tagged: Estate Planning & Asset Protection

digital estate planning, digital assets

Digital Assets Estate Planning

What happens to your digital assets at death? Recent law changes let you design and control a digital estate plan for your online property.

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Inheriting the Family’s Finances: Helping Boomer Women Survive Financial Transitions

As the baby boomer generation ages, women outlive their husbands more often than not. Too often, the couple’s financial advisors sit across from aggrieved widows who were not involved in money decisions. In this situation, what can boomer women (and their advisors) do to ease the pain and burden?

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tax-efficient portfolio investing client

Tax-Efficient Portfolio Management: Tips and Tricks for Investors

Fiduciaries must also offer a careful review of the probable tax impact of any investment strategy — without a tax-efficient focus, their work remains incomplete.

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A Few Minutes With…Michelle Huhnke

Michelle M. Huhnke is a partner with the Sugar Felsenthal Grais & Hammer law firm in Chicago and New York, focusing her practice on estate planning, charitable planning and wealth preservation. She works with clients and families to develop estate plans that address varied family circumstances and include efficient estate, gift and generation-skipping tax planning.

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