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
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
Managing a Big Age Gap in Estate Planning
For couples with an age difference of 10 years or more, assets need to last significantly longer to cover both of their retirements, making the risks of missteps higher.
June 12, 2024
Diverse Family Structures Have Unique Estate Planning Challenges
The law doesn’t always cater to diverse family structures. Those who live as extended families, as part of same-sex couples, or other families need to pay special attention to estate planning.
June 10, 2024
Charitable Remainder Trusts may be Solution to Stretch IRA loss
The SECURE Act killed the stretch IRA. However, a properly constructed charitable remainder trust can deliver similar benefits, with some caveats.
June 6, 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
Topics You need to Address before a Mid-Life Marriage
Getting married in middle age or beyond, is not only a significant personal milestone, it’s also one of the biggest financial decisions of your life.
May 8, 2024
Estate Planning for Veterans and Active Military Is Important
This article explores the importance of estate planning for veterans and active military personnel and the essential documents to include in your estate plan.
May 7, 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