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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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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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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The Tamar Fink Way - #2

Missing just one detail can have an enormous impact on a job. Be organized and plan your work for maximum efficiency. Be thorough and a fanatic about accuracy and precision. The goal is to get things right, not simply to get them done. Double-check your work. Document everything. Write down what happens, what you commit to, and what the client says.

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The Tamar Fink Way - #1

Always look to serve others and do what’s best for them, even if it’s to our own short-term detriment. Put their needs ahead of our own. There’s no greater way to build a reputation than to steadfastly do what’s right for others. Every day.

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Wealth Impact Video #3

Transform, Reveal, Maximize and Pass on Your Dollars Through our Wealth Impact Process.

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Gift Planning Process

Looking to give? Get the most out of your gift using our Gift Maximization Process. Learn more here.

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