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Our Loyalty Lies With Our Clients.

We offer objective, comprehensive advice and customized solutions tailored to your financial goals.

Why Palisades Hudson?

With over 20 years of experience, Palisades Hudson offers thoughtful and creative solutions for all areas of financial planning.

What We Do

Our Book

Written by the financial planners at Palisades Hudson, Looking Ahead covers an array of topics, from the technical nuance of insurance planning to complex relationships with adult children. To read our two complimentary chapters click below.

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In the Media

Journalists from a variety of national, regional and online publications regularly consult professionals from Palisades Hudson as experts in the field.

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Money Talks News

Anthony Criscuolo, CFP®, EA discusses money moves to make in your 50s

GRAT Planning Strategies

Posted by Paul Jacobs, CFP®, EA

A grantor retained annuity trust, commonly called a GRAT, allows a grantor to pass assets to a beneficiary while minimizing his or her federal gift and estate tax burden. While GRATs do offer some undeniable advantages, like any estate planning technique, they are not right for everyone.
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