If you're looking to transfer wealth, protect your assets, and manage taxes, trusts can help secure a stronger financial future for your business and family. State income tax implications can also affect the way you structure your trusts โ and...
October 27, 2020 - Gifting strategies can provide for those you care about and organizations close to you. Understanding how to give the greatest possible amount with the smallest tax burden can be challenging โ especially when gifting large...
March 13, 2018 โ While the recent tax overhaul bill was extensive, and at times difficult to parse through, the provisions regarding estate tax were fairly uncomplicated and taxpayer-friendly. How has the Tax Cuts and Jobs Act affected Estate...
September 6, 2016 โ If you are in the midst of estate planning and are considering a transfer via gift or are in the process of completing a transfer, you should consider moving quickly to close on your transaction. Here's why:
