Recent Posts


Avoid Paying Taxes Forever, Blackstone Tells UHNW Clients

Blackstone Group LP has an enticing pitch for the ultra wealthy: Invest in hedge funds and avoid paying taxes forever. Read more at fa-mag.com.


Long-Term-Care Insurance Isn’t Dead. It’s Now an Estate-Planning Tool.

Hybrid policies, aimed at affluent Americans, offer long-term-care benefits along with potential death benefits. Read more at wallstreetjournal.com.


Switch Dollar and the Power of Deferral

An efficient method for funding a trust. Read more at wealthmanagement.com.


DAFs vs. Private Foundations: How the Wealthy Engage in Philanthropy

DAFs now significantly outnumber private foundations in the U.S., and the gap is widening. Read more at wealthmanagement.com.


Thirteen Estate Planning Tips for Beneficiaries with Special Needs

Navigate the additional complexities and plan ahead. Read more at wealthmanagement.com.


ABOUT US

The Smith Companies, Ltd. is a Boston-based firm known for sophisticated advanced planning solutions that properly integrate life insurance into an overall estate plan.

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