Unique Challenges to Estate Planning for Non-Citizens with U.S. Assets
Estate planning is crucial for non-citizens with U.S. assets to minimize potential tax burdens.
October 2, 2024
Women should Plan for a Second Retirement
Women typically live longer than men, so they should prepare for a ‘second retirement,’ often with different needs and associated costs.
September 23, 2024
If you are Leaving Property Behind, Consider a Land Trust
Land trusts are key tools to protect your privacy and control your property. Learn how you can leverage a land trust in your own estate planning.
July 22, 2024
Estate Planning with Annuities can be Complex
Annuities offer income security, tax advantages and legacy benefits for your heirs. Find out how estate planning and annuities can strengthen your legacy.
July 15, 2024
Avoiding Tax Issues When Gifting to Grandchildren
Learn how to avoid tax troubles when gifting to grandchildren and secure their future with effective estate planning strategies, such as a 529 account or trust.
July 2, 2024
Should You have an Irrevocable Trust?
An irrevocable trust must be carefully funded, structured and managed to achieve both asset protection and tax planning.
June 20, 2024
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
Key Estate Planning Strategies for Executives
Executives manage complex financial landscapes while striving for professional success, creating unique estate planning goals and challenges. This article explores estate planning for executives, key considerations and an executive’s unique goals.
May 23, 2024
Maximizing Tax-Free Giving to Children
Affluent estate owners are opting to support their children and grandchildren financially during their lifetimes. We explore three strategies that can maximize tax-free giving to consider in your estate planning.
May 21, 2024
Senior Property Tax Exemption can provide Relief
Some states are offering a property tax exemption to help senior homeowners on fixed budgets. What exactly are senior property tax exemptions? We look closely at the exemption and if it might work for you.
May 2, 2024