Tax savings can be significant by targeting the “Valley of Opportunity” that appears during lower-income tax years. Life tends to present these valleys as predictable opportunities, occurring at certain times and even at specific ages. Make sure you’re prepared to act by “filling up the valley” to avoid leaving your future self, or your beneficiaries, with higher effective tax rates.
A summary of recent tax legislation, much of which was expected to be enacted in 2021, before stalling in Congress. While the final language remains uncertain, many of the proposals could become law. Ask us to show you your potential impacts in a personalized "what if" proposal.
If you've amassed a significant amount of wealth, you want to know it'll be a gift, not a curse, to future generations. Here's how to help your loved ones become responsible stewards of your wealth.
An estate plan is one of the greatest gifts you can bequeath to your loved ones. If you’ve been putting off your estate planning, taking the initial steps can be daunting—but liberating. Here is how to get started today, one hurdle at a time.
The investment instructions below are essentially identical to certain instructions I’ve laid out in my will. It is what I believe is best for my family's investment assets after I am gone.
When receiving an inheritance, you’ll likely experience a flood of emotions. However, you have many options when it comes to being a good steward of your inheritance and you shouldn’t make these big decisions alone.
As an executive, it's important to ensure that the complexities of your finances are organized so that your legacy and estate are well taken care of in the long run.
Three tools you can use to protect your health and wealth care interests while you are alive: (1) the financial power of attorney, (2) the trusted contact, and (3) the healthcare advance directive (including a living will and healthcare power of attorney).
Being an estate executor is an important role to take on and it's important to understand your roles and responsibilities. It's not a task to take lightly but here are the top 5 duties to be aware of and what you absolutely need to know.
If you’ve just been widowed … Don’t decide anything you don’t have to – especially about your finances.