Insights related to Family Office, Trust and Consulting Services from Oxford Financial Group, Ltd.

April 6, 2023

Death and (Estate) Taxes – Advance ILIT Planning for Life’s “Certainties”

by: Tyler Rosser, JD. Wealth Strategist Death and Taxes…as vexing to confront as they are certain to occur.
December 20, 2022

The Future of Planning for the Well-Planned

“Good fortune is what happens when opportunity meets with planning.” – Thomas Edison Congratulations…To the well-guided, well-informed and well-planned families who have utilized ...
April 12, 2022

Doing Business With Your Family SLATS

Your SLAT is not a ‘Fund and Done.’ Read on to learn the many ways you can transact business with your new family trust1.
December 29, 2021

A Peaceful Holiday Season for Taxpayers, but What Lies Ahead?

At the turn of the 17th Century, William Shakespeare wrote his play, Much Ado About Nothing.
September 27, 2021

Summary of House Ways and Means Committee Tax Proposal as of September 20, 2021

Last week, the House Ways and Means Committee finished its draft of proposed legislation to implement the 2021-2022 federal budget.
April 30, 2021

Summary of President Biden’s Tax Proposals as of April 2021

At President Biden’s address to the joint session of Congress on April 28, 2021, he discussed the framework of his plan to fund the “American Families Plan.
April 12, 2021

Second Bite At the Reconciliation Apple

With the Senate divided 50-50, it was expected that any changes to the tax code would need to be accomplished via the use of the Senate’s reconciliation process.
March 19, 2021

Trust Modifications – Changing With the Times

We have heard it said that change is inevitable. It is the only constant in life and one change often requires another change.
January 22, 2021

2020 Is Over — Now What?

As the sun finally sets on 2020 some may take the time to look back and reflect, ultimately concluding, “I’m glad that’s over.
January 7, 2021

The Time to Act Is Now

After two months, Election 2020 has finally come to an end. The sweep of the Senate runoffs in Georgia by the Democratic candidates will, with Vice President-Elect Kamala Harris as the tie-b...
November 11, 2020

Election 2020: Outcome Still Cloudy but the Fog Is Lifting

We are just over one week removed from Election Day and the final results of the 2020 election are still being tabulated.
October 23, 2020

Low Interest Rates and Charitable Planning Strategies: Turning Lemons into Lemonade

Previously, as part of our series of articles, The 2020 Estate Planning Trifecta and Sprints, Marathons and Hurdles: Estate Planning Techniques for 2020, we explored short-term and long-term...
August 19, 2020

Sprints, Marathons and Hurdles: Estate Planning Techniques for 2020

In our article, The 2020 Estate Planning Trifecta, we discussed the perfect storm of elements that should drive clients to consider estate planning strategies.
July 16, 2020

Planning for the Shifting Sands of Taxes

By SCOTT M. SIMMONS, J.D., LL.M., Senior Wealth Strategist & Family Office Fellow and By DAVID M.
May 20, 2020

The 2020 Estate Planning Trifecta

At times, the extremes of a negative event are matched by the extremes of a positive planning opportunity, and such is the case with our current market, economic and tax law environment.
April 7, 2020

Critical Estate Planning Check-Up For Uncertain Times

IN BRIEF Our current environment reminds us of the importance of taking care of the basics when it comes to estate planning, in particular the following items: Durable Financial Power ...
March 31, 2020

Unpacking the Coronavirus Aid, Relief and Economic Security Act (CARES Act)

The last two weeks have seen a flurry of federal and state announcements regarding tax relief and business measures related to COVID-19.
March 5, 2020

Domestic Staff: Risks, Rewards and Retention

By JULIA S. WEAVER, J.D., LL.M., Chief Wealth Planning Officer & Family Office Fellow and JAY E.
February 5, 2020

Does the SECURE Act Make Your Estate Planning Unsecure?

Those who are victorious plan effectively and change decisively. They are like a great river that maintains its course but adjusts its flow.
August 26, 2019

Trust but Verify

When considering the appointment of a Trustee in connection with your estate plan it is vital that careful consideration be given to the selection of your Trustee.
June 14, 2019

Peace, Preservation and Passing Down Property

Maybe it’s a lake home that’s been a family destination for generations, a place where grandchildren learn to ski and spend their days with cousins at the sand bar.
April 4, 2019

The Adaptable Spousal Lifetime Access Trust

“All failure is failure to adapt, all success is successful adaptation.” Max McKeown,Adaptability: The Art of Winning in an Age of Uncertainty.
See More
Secure Client Login
Secure Client Login