News & Insights

The Tamar Fink Way – #8

See the big picture and search for the best solutions. Challenge and question what you don’t understand. Don’t accept anything at “face value” if it doesn’t make sense to you. Be curious, ask thoughtful questions, and listen intently to the answers. Dig deeper to go beyond the expected.

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Top 8 Reasons You Should Be Gifting Now

Most of us understand there are tax benefits to estate planning. But what many don’t realize are the numerous advantages inter-family gifting means for your estate plan. Here are the top 8 reasons you should be gifting now.

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The Tamar Fink Way – #7

Demonstrate a relentless solution focus, rather than pointing fingers or dwelling on problems. Identify lessons learned and use those lessons to improve ourselves and our processes so we don’t make the same mistake twice. Get smarter with every mistake. Learn from every experience.

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The Tamar Fink Way – #6

Get to know our clients, industry partners, and your coworkers on a personal level. Seek to understand what’s important to others and find out what you can do to have an impact on them and their families. Be bold and build strong, meaningful, and lasting connections through warmth, creativity, and sensitivity. Relationships built the foundation our business and our future will be determined by the value we deliver to others.

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Cleaning Up Prior Estate Planning

Recently, the gift, estate and generation-skipping transfer (GST) tax exemptions have increased to $11.4M. The increased exemptions could allow individuals to make substantial gifts and transfer assets out of their taxable estates without triggering gift taxes. This enhanced gifting capability could be used to simplify and clean up existing plans and to remove any unwanted complexity.

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The Tamar Fink Way – #5

Work from the assumption that people are good, fair, honest, and that the intent behind their actions are positive. Set aside your own judgements and preconceived notions. We all expect the benefit of the doubt – make sure to give it to others.

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The Tamar Fink Way – #4

This past week, I was looking through some old photos on my phone when some pictures of my family during Thanksgiving suddenly struck me and made me think about the importance of meaningful appreciation. Coincidence? I don’t think so.

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Preventing Bad Heir Days

Research shows that one of parents greats fears are that their children will end up in conflict and quarrels after their gone. How can you design your plan so your heirs will cooperate, work together and not fight over what you have left them? In other words, what is the remedy for a bad "Heir" day?

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Transferring Values Through Transferring Wealth

A common concern of my clients is how to transfer their VALUES in the process of transferring their WEALTH. I often hear, “I don’t want my kids to be Trustafarians” or “The journey of growing our wealth was so important, I don’t want my kids to miss it” or “I didn’t have any money starting out, they should start the same way.”

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The Tamar Fink Way - #3

Take personal responsibility for making things happen. Respond to every situation by looking for how we can do it, rather than explaining why it can’t be done. Be resourceful and take initiative. Don’t make excuses or wait for others to solve the problem. Don’t leave a mess for others...finish what you start!

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