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Category: Articles

Freeze Assets in Your Estate Before a Liquidity Event (“fathom” – October 2017)

Posted October 22, 2017 by Phantom Design

This article reviews estate planning techniques available prior to the sale of an asset.
By Dawn Baca
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Estate Planning Checkup: 3 Questions to Ask Annually (“fathom” – August 2017)

Posted August 22, 2017 by Phantom Design

This article reviews the estate planning items everyone should review regularly with their advisors.
By Melissa Punim
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Estate Planning Checkup: 3 Questions to Ask Annually (“fathom” – August 2017)

Posted August 15, 2017 by Phantom Design

This article provides key questions to discuss with your wealth manager each year with respect to estate planning. View article

Does the Election Mean the End of Estate Taxes (“fathom” – December 2016)

Posted December 15, 2016 by Phantom Design

This article provides guidance around the potential future of estate taxes based on the 2016 Elections. View article

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