Edition 22

At Coastal Bridge Advisors, we combine our extensive financial expertise with an intimate knowledge of our clients. We offer a comprehensive suite of services and are committed to building client relationships and strategies that transcend market-driven barriers.

In the following essays, various team members from Coastal Bridge Advisors provide insights into how we operate and best serve our clients.  Published exclusively in Worth magazine, these articles should inform your views of financial well-being and foster a more intelligent approach to fulfilling your personal goals.

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Results For : Estate Planning And Wealth Transfer Matters Of The Heart

Demystifying trusts: What can and can’t you do?

“You are able to get the tax savings without giving up control, which is important to the families we are working with.”—David Warren, President, Bridgeford Trust Company Many clients have initial reservations about setting up irrevocable trusts, even though they can often provide significant income and estate tax benefits. The common refrain we hear is, …

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How can you and your family prepare for the future?

“Conversations around end of life decisions and care are not easy for any family.” —Michael Kazakewich

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How should I handle my finances during a divorce?

“Having a strong financial advisor is crucial to avoid difficult issues in the future.” – Bill Loftus Divorce is a painful and emotionally charged process that everyone hopes to avoid, but unfortunately, many of us face. Because divorce can be very daunting, the key to success is planning and preparation. Our experience suggests that people …

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How does one prepare to take over the family finances?

“When the world appears to collapse, it is important to know that you have a team of professionals to help you.” “This is Barbara Wood. Harry died suddenly last night. He always said if anything happened to him, you and your team were to be my first call. I don’t know what to do!” The …

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Why is it a good time to use intra-family loans and sales in estate planning?

“The bottom line in this scenario is that this family’s tax savings could exceed $2 million on the $5 million value of the home.”– Bill Loftus

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