• About Us
    • About The Nautilus Group®
    • Our Professional Staff
    • Our Advantage
  • Educational Resources
    • Newsletter Articles
    • Nautilus Blog
    • Video Library
    • Guideposts
  • Locate Nautilus Member
  • Skip to content
  • Skip to footer
The Nautilus Group®

The Nautilus Group®

  • About Us
    • About The Nautilus Group®
    • Our Professional Staff
    • Our Advantage
  • Educational Resources
    • Newsletter Articles
    • Nautilus Blog
    • Video Library
    • Guideposts
  • Locate Nautilus Member
  • Agenda
  • Guestbook
  • Survey

Nautilus Blog

Select a Category
  • View All
  • About The Nautilus Group®
  • Animated Explainer Videos
  • Asset Protection
  • Business Planning
  • Charitable Planning
  • Estate Planning
  • Life Insurance
  • Real Life Stories
  • Retirement Planning
  • Special Needs Planning
  • Tax Planning Strategies

Posted on 01/07/2025

IDITs: What advisors need to know

Financial service providers play a crucial role in helping their clients achieve their estate, tax, and business succession goals, but one powerful tool that often Read More

Posted on 07/12/2024

Trustee selection considerations

Many estate plans incorporate trusts to facilitate asset management, avoid probate, reduce estate taxes, protect assets from creditors, or provide for a family member with Read More

Posted on 07/12/2024

Will contest: Could it happen to you?

Clients often spend time and financial resources to establish a will and estate plan, but a small percentage of wills may still be contested. This Read More

Posted on 04/04/2024

Naming a guardian for minor children is an important aspect of estate planning.

Life is unpredictable, and if the unexpected happens, the decisions you make today can significantly impact your children’s lives tomorrow, especially in the unfortunate event Read More

Posted on 04/04/2024

Three reasons why periodic reviews of estate planning documents are important

Ensuring that your estate plan is aligned with the changes in your life is crucial. Key events such as births, marriages, or shifts in wealth Read More

Posted on 04/04/2024

Special Needs Trusts

Families that care for individuals with special needs can work with a qualified professional to create a special needs trust to help protect their assets Read More

Posted on 04/04/2024

Planning for art collections: Rules and tax considerations

Art appraisal is an inexact science yet the preservation of your art collection’s legacy relies on a strategic plan. Developing an estate plan that addresses Read More

Posted on 12/29/2023

Using IDITs to reduce taxes and protect assets

Want to keep more of your hard-earned wealth in your family’s hands? Jeff Chadwick, JD, reveals the power of intentionally defective irrevocable trusts (IDITs) in Read More

Posted on 12/29/2023

Revocable living trusts: advantages, drawbacks, and misconceptions

When creating an estate plan, people are often baffled by the revocable living trust and unsure what exactly it accomplishes or why they would need Read More

Posted on 08/17/2023

Potential tax reduction for married couples through Community property trust

For married couples that wish to retain a greater amount of their wealth, the utilization of a CPT should be considered. Community property states offer Read More

Posted on 04/07/2023

Basic estate planning considerations and documentation

A significant number of Americans have no estate plan in place, which could be due to several factors: not making time to address a seemingly Read More

Posted on 11/09/2022

Caring for a pet after death

Without a plan, a beloved pet may be abandoned or euthanized upon the owner’s death. While many pet owners are well aware of this potential Read More

Posted on 09/13/2022

Life insurance is a valuable generational wealth-transfer tool.

The first generation builds it, the second manages it, and the third squanders it. This common rags-to-riches-to-rags phenomenon motivates many families to develop a generational Read More

Posted on 06/02/2022

Six things you may not know about state estate taxes

Did you know that depending on where you live, you may be subject to state-level estate or inheritance tax? Seventeen states and the District of Read More

Posted on 02/23/2022

The basics of “tax-wise” estate planning for married couples

How can married, high net worth couples incorporate “tax-wise” strategies into their estate planning documents?  Read this article from The Nautilus Group to learn about Read More

Posted on 05/12/2021

Estate tax timeline – is history repeating itself?

The Tax Cuts and Jobs Act was one of the most significant tax legislation acts signed into law since the Tax Reform Act of 1986. Read More

Posted on 03/22/2021

Supplemental Life Insurance Retirement Plans (SLIRP)

Watch this 2-minute video to learn how a supplemental life insurance retirement plan – or SLIRP – can allow you to get money when you Read More

Posted on 08/10/2020

Avoiding Contested Wills

Clients often expend significant time and financial resources to put a will and overall estate plan in place. Despite these efforts, a small percentage of Read More

Posted on 05/12/2020

Charitable Remainder Trust with Wealth Replacement

Did you know your money can only go to one of three places when you pass away? Your family, the government, or your favorite charity. Read More

Footer

Information

The Nautilus Group® is a service of New York Life Insurance Company. New York Life Insurance Company and its affiliates and agents and employees thereof do not provide tax, legal, or accounting advice. Individuals should consult with their own tax, legal or accounting professionals before implementing any planning strategies. SMRU 5018918 Exp. 04/30/2028

Privacy Policy

© 2025 The Nautilus Group®

Find an Advisor