Consider taking RMDs at regular Intervals

Whether you need to take required minimum distributions to live or find them to be a nuisance, here are some tips to make the most of withdrawing these funds.

July 12, 2021

Charitable options to Reduce Estate Taxes

Increasing tax changes for the wealthy are coming, and motivation to find ways to protect the wealth is getting increased attention, according to a recent article from CNBC entitled “Here’s how to reduce exposure to tax increases with charitable contributions.” Charitable remainder trusts (CRTs) and Donor Advised Funds (DAFs) are options for people who are…

July 7, 2021

Retirement Assets to include in your Planning

To be tax efficient, which types of assets should you live off of in retirement, and which should you plan on passing down? There’s a bit of art to the equation, and how you plan can make a big difference to your beneficiaries.

July 1, 2021

Roth IRAs are an ideal Planning Tool

Here are some of the reasons Roth IRAs make sense for 2021 and likely beyond.

June 23, 2021

529s are Flexible Estate Planning Tools

People tend to think of ‘529’ education-savings plans as an excellent way to save and invest tax-free for college or schooling costs, and they are.

June 21, 2021

Short-Cuts in Planning can have Consequences

Over the years I get all kinds of questions from people. And boy, have I heard some doozies. But one common one I get is called the ‘lazy (or poor) man’s (or woman’s’) estate planning.’ This type of estate planning has some very negative tax consequences.

June 15, 2021