Alternatives to replace Stretch IRA
Leaving behind a huge tax bill for your heirs with the stretch IRA scuttled? Here are some ways around it as lawmakers consider an updated SECURE Act.
March 28, 2022
Strategies to Reduce Taxes
Once more hesitant to plan ahead, clients in today’s environment are much more proactive and willing to take action in the near term, rather than waiting and risking having to pay higher taxes down the line.
March 17, 2022
Charitable Trusts a Rewarding way to make an Impact
A charitable trust allows you to donate assets to a chosen tax-exempt charitable organization or nonprofit and comes with certain tax benefits to help you minimize what you might owe to the government.
March 16, 2022
A Trust can Protect your Pet
Based on a recent survey by the American Pet Products Association, as of 2020, 70% of households in the U.S. have pets—about 90.5 million households.
February 2, 2022
The Estate of The Union Episode 12 is out now!
The Estate of The Union Episode 12 is out now! This is the traditional time for giving. Giving to a cause and giving of ourselves.
December 14, 2021
Can You Sue A Trust Directly?
Trusts can provide certain benefits for estate planning, including asset protection. But can you sue a trust?
December 13, 2021
Charitable Remainder Trusts can reduce Taxes
Use it to fine-tune the variables, including how much to give, how it changes your tax picture, how your cashflows are impacted, and how much is left to heirs.
August 25, 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
Estate Planning is more than a Tax Strategy
No one can predict the future—and navigating that reality is precisely what makes estate planning so complicated.
May 18, 2021
Extend IRA distributions with a Charitable Remainder Trust
Charitable remainder trusts give you more options and more control on how your heirs inherit, now that the “stretch” IRA is a thing of the past.
March 1, 2021