For many families, a vacation home is far more than a piece of real estate. It’s a place where memories are made—watching the children grow up, celebrating holidays, and strengthening family bonds. A common estate planning goal is to preserve these experiences for future generations. Unfortunately, without careful planning, the vacation home can become a source of conflict rather than connection. Join Newton One Advisors (Mark Singer and Steve Target) and Jonathan Ellis, Trusts and Estate Planning Attorney at Flaster Greenberg, as they discuss the complexities and options associated with estate planning for the family vacation home.

Join Newton One Advisors (Mark Singer and Steve Target) and Dave Reynolds, Chief Marketing Officer at Spearhead Administrative Services, as they discuss the optimization of Private Placement Life Insurance (PPLI) planning. Learn key considerations that enhance the efficiency of this essential part of estate planning, and how PPLI can facilitate the deferral and, in some cases, the elimination of income taxation.

Join Newton One Advisors (Mark Singer and Steve Target) and George Riter, Senior Partner at Timoney Knox, as they examine the early stages of Elcan v. Commissioner. Learn how GRATs assist with wealth transfer and potential adjustments and additional scrutiny if the IRS prevails.