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  • ""
    • Capital Partners
    In today's volatile market environment, there are many time-sensitive estate planning opportunities to consider. Here's what to know about creating or "freezing" a GRAT during market stress.
  • ""
    • Capital Partners
    Market volatility, as uncomfortable as it may be, creates opportunity. As the markets adjust around recent announcements about tariffs, here’s what to know about time-sensitive wealth planning strategies.
  • ""
    • Capital Partners
    BBH Senior Wealth Planners Ali Hutchinson and Stacia Kroetz outline the importance of having a flexible estate plan. The future is unknowable, but centering your plan on your values and communicating regularly with your fiduciary and your family will set your family on the path to success.
  • October 23, 2024
    • Capital Partners
    In anticipation of the sunset of the 2017 Tax Cuts and Jobs Act exemption amounts, BBH Senior Wealth Planner Stacia Kroetz reviews how business owners can make the most of the currently high exemptions while they are still available.
  • March 22, 2024
    • Capital Partners
    Senior Wealth Planner Stacia Kroetz addresses a common question we see clients wrestle with: Should I buy a house with my trust or other assets?

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