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  • 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 and Senior Relationship Associate Max Kesner address a common question we see clients wrestle with: Should I buy a house with my trust or other assets?
  • ""
    • Capital Partners
    Senior Wealth Planners Alison Hutchinson and Stacia Kroetz share why it may be beneficial to “freeze” a GRAT in today’s market environment.
  • ""
    • Capital Partners
    We outline key year-end opportunities as they relate to gifting, income tax planning, retirement planning, and planning in a high interest rate environment, as well as provide a year-end checklist based on your goals.
  • ""
    March 21, 2023
    • Capital Partners
    Prenups are often portrayed in a negative light, but when approached the right way, they can be a practical way to make things a lot easier down the road, if a relationship doesn’t work out. Here’s what to know.

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