Keeping Foreign Assets Out of Probate
Owning property or investments in more than one country can strengthen your financial legacy. However, it may also create complex legal challenges during probate.
December 18, 2025
How the OBBBA Impacts Charitable Giving and Estate Planning
Most notably, OBBBA extends most of the provisions from the Tax Cuts & Jobs Act of 2017 (TCJA), which were to expire on December 31, 2025.
December 10, 2025
Strategic Gifting can Minimize Tax Liabilities for High Net-Worth Families
Gifting appreciated assets strategically can reduce tax burdens, maximize charitable contributions and preserve wealth for future generations.
March 17, 2025
Self-Employed must take a Proactive Approach to Estate Planning
Freelancers and self-employed individuals face unique challenges in estate planning, requiring tailored strategies to protect their assets, businesses and loved ones.
January 16, 2025
Owning a Second Home creates Unique Tax Implications
Thinking of buying a second home? Beware of real estate pitfalls when purchasing your vacation house.
June 13, 2024
New IRS Tax Rule affects Irrevocable Trusts in Estate Planning
Capital gains taxes are the heart of the IRS Rule 2023-2 changes. Individuals pay taxes on the difference between an asset’s purchase price and a higher sell price as that asset’s value grows over time. When creating or updating an estate plan, you must consider the new IRS rule.
April 19, 2024
The Estate of The Union Season 3|Episode 3 is out now!
The Estate of The Union Season 3|Episode 3 is out now! Taxes come in all favors. Sales taxes, excise taxes, capital gains taxes, etc. We
March 21, 2024
Adjustment in Cost Basis is a Crucial Tax Consideration
The adjustment in basis is a crucial tax consideration–what can it mean for you?
January 24, 2024
Houses make horrible Wealth Transfer Vehicles
Somewhere along the way, homeowners came to believe a non sequitur of sorts, that the “American Dream” includes not only buying a house but also passing that same home on to their children. Financial advisers have largely supported this tactic for passing along generational wealth.
November 16, 2023
Estate Planning can be a Powerful Part of a Financial Strategy
In the intricate world of personal finance, few concepts hold as much potential to safeguard and grow one’s wealth as strategic estate planning.
October 10, 2023