News & Insights: Whitepapers

March 2018
Sontag Advisory

Cheat Sheet - State Estate and Gift Tax - NY, CT, NJ and CA (2018)

States vary in whether and how they tax transfers of property.  A gift tax is imposed on property transferred…

March 2018
Sontag Advisory

Cheat Sheet - Federal Estate, Gift and GST Tax (2018)

2018 Federal Estate, Gift and GST Tax Cheat Sheet

Below is a summary of the current…

March 2018
Sontag Advisory

A Primer on the Grantor Retained Annuity Trust ("GRAT")

The Grantor Retained Annuity Trust (“GRAT”) allows the grantor to transfer the appreciation on an asset to family members…

March 2018
Sontag Advisory

A Primer on Dynasty Trusts (2018)

Why is it called a “Dynasty Trust”?

Some are surprised to learn that most trusts are…

March 2018
Sontag Advisory

Intentionally Defective Grantor Trusts (IDGT)

Intentionally Defective Grantor Trusts (“IDGTs”) are a commonly used estate planning vehicle to transfer wealth to family members during…

February 2017
Sontag Advisory

Choosing Executors, Trustees and Guardians for Your Estate Plan

The purpose of this white paper is to give clients considering changes to their estate plan a summary of…

February 2017
Sontag Advisory

Estate Planning 101

The purpose of this white paper is to provide you with an overview of estate planning basics.  Establishing or…

December 2016
Sontag Advisory

Trump Tax Proposals

Below is a summary of Trump’s proposed tax plan.  We also include our thoughts and recommendations on important considerations…

November 2016
Sontag Advisory

Active vs. Passive Investing

Important Disclosure: Our views are always subject to change.  With respect to the debate on active vs. passive investing,…

July 2016
Sontag Advisory

Fixed Income & Rising Rates

In managing client portfolios, we carefully consider the prospective impact of rising rates and its implications for bond holdings….

July 2016
Sontag Advisory

Socially Responsible, Sustainable, and ESG Investing

Socially responsible, or ethical investing, is far from a new concept and dates back to the 1500s. The “old…

May 2016
Sontag Advisory

Investing in Gold

Gold falls in and out of investment favor on a regular basis. In this white paper, we delve into…

April 2016
Sontag Advisory

Investing in Alternatives

Questions/Issues Examined

  • How to Define Alternatives
  • Rationale for Investing in Alternatives

April 2016
Sontag Advisory

A Primer on Revocable Trusts

Revocable Trusts can be an important and useful part of an estate plan.  This introductory paper covers basic questions…

January 2016
Sontag Advisory

A Primer on the Qualified Personal Residence Trust ("QPRT")

A Qualified Personal Residence Trust (“QPRT”) can be a beneficial vehicle for the discounted transfer of wealth to your…

November 2015
Sontag Advisory

Impact of the Budget Deal on Social Security

October 2015
Sontag Advisory

Intra-Family Loans

August 2015
Sontag Advisory

Sontag Advisory Commentary on Recent Market Volatility

This post was created during market volatility in August 2015, but can apply to any period of market volatility. …

April 2015
Sontag Advisory

Investment Team: Frequently Asked Questions

April 2015
Sontag Advisory

Payment for Medical & Educational Expenses