February 9, 2021 - Gifting is a rewarding and smart way to pass assets to your family, friends, or favorite causes. If done correctly and as part of an overall gifting strategy, you can direct your wealth to those you want to benefit and avoid...
November 19, 2020 - 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...
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:
