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

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

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

Protect Family Wealth from Third Generation Curse

Thorough communication with heirs about values and various elements of your estate plan could help younger generations better manage their inherited wealth.

April 10, 2024