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Strategic outlooks, insights, and news keeping you informed.
Explore our latest perspectives with insights and updates from our professionals, along with news and headlines.
What you need to know about state estate taxes
March 2025: State estate tax laws are an important part of your estate plan. Here we discuss four key considerations related to including them in your estate plan.
What you need to know about state estate taxes
March 2025: State estate tax laws are an important part of your estate plan. Here we discuss four key considerations related to including them in your estate plan.
IRAs & Inheritance Rules
Recent changes to rules governing inherited IRAs significantly impact tax and estate planning for many individuals. Learn more about these changes in our newest white paper.
IRAs & Inheritance Rules
Recent changes to rules governing inherited IRAs significantly impact tax and estate planning for many individuals. Learn more about these changes in our newest white paper.
Year-End Planning for 2024
October 2024: The Bridgehampton Group reviews what steps should be taken to assess your finances and tax liabilities ahead of year-end and best position yourself for a strong 2025.
Year-End Planning for 2024
October 2024: The Bridgehampton Group reviews what steps should be taken to assess your finances and tax liabilities ahead of year-end and best position yourself for a strong 2025.
Potential Estate Tax Law Changes
September 2024: For many individuals with large estates, the upcoming sunset of the current estate and gift tax laws could become a source of concern. The Bridgehampton team reviews potential planning strategies to consider.
Potential Estate Tax Law Changes
September 2024: For many individuals with large estates, the upcoming sunset of the current estate and gift tax laws could become a source of concern. The Bridgehampton team reviews potential planning strategies to consider.
The Many Benefits of a 529 Savings Plan
June 2024: The 2X Wealth Group reviews why 529 Plans are an effective way to save for college if you want tax efficient investing that is easy to set up, fairly flexible, and allows other family members to participate.
The Many Benefits of a 529 Savings Plan
June 2024: The 2X Wealth Group reviews why 529 Plans are an effective way to save for college if you want tax efficient investing that is easy to set up, fairly flexible, and allows other family members to participate.
Estate Planning Matters
May 2024: A thorough and specific plan is crucial to ensure your estate plan remains intact after your passing. There are four core components your plan should entail.
Estate Planning Matters
May 2024: A thorough and specific plan is crucial to ensure your estate plan remains intact after your passing. There are four core components your plan should entail.
Ingalls & Snyder is a registered investment advisor and broker-dealer based in New York City. We provide investment management and related services to private clients and institutional investors.
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