Posts by Jeffrey Arsenault

Family Wealth Planning
Family Wealth Planning in a Time of Uncertainty

The current federal estate, gift, and generation-skipping transfer (GST) tax exemption is $11.58 million per…

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Grantor Retained Annuity Trust (GRAT)
Estate Planning Opportunity: Grantor Retained Annuity Trust (GRAT)

A GRAT is an irrevocable gifting trust that can make for a compelling estate planning…

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Midsection Of Colleagues Discussing Graphs On Desk While Sitting In Office
Family Office Structuring in Light of Lender Ruling

Recent court rulings and tax reform legislation has an impact on family office expense deduction.…

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Massachusetts Millionaires Tax Struck Down
Massachusetts’s “Millionaires Tax” Struck Down

A proposed ballot question for Massachusetts’s November election has been struck down by the Massachusetts…

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Ten YearEnd Tax Tips for 2017
Ten Year-End Tax Tips for 2017

With the House of Representatives recently releasing its first draft of the new tax bill…

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Company Stock and Your Portfolio Keep Your Eye on Concentration Risk
Keep Your Eye on Concentration Risk

The opportunity to acquire company stock — inside or outside a workplace retirement plan —…

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How Do Economists Measure Inflation and Why Does It Matter To Investors
How Do Economists Measure Inflation, and Why Does It Matter To Investors?

The Federal Open Market Committee (FOMC) adjusts interest rates to help keep inflation near a…

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Working in Retirement What You Need to Know
Working in Retirement: What You Need to Know

Planning on working during retirement? If so, you're not alone. Recent studies have consistently shown…

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