The “Legacy Formula” for a Compelling Legacy
Imagine you’re on a walk with wealthy friends and they talk about the...
The “Legacy Formula” for a Compelling Legacy
Estate & Legacy Planning
5 Ways to Reduce Estate Taxes: a Video Walkthrough
5 Ways to Reduce Estate Taxes: a Video Walkthrough
Today is a deep dive into ways you can reduce estate taxes and pass...
Turn Long-Term Care Expenses into Tax-Free Income
Turn Long-Term Care Expenses into Tax-Free Income
No one looks forward to exorbitant long-term care expense, but it can create an opportunity to save thousands in taxes – a strategy that most walk right past.
Should I Use an Irrevocable Trust to Save on Estate Taxes?
Should I Use an Irrevocable Trust to Save on Estate Taxes?
Have you ever wondered, “Should we have a trust?”, then quickly...
Using Donor Advised Funds (DAF) to Reduce Tax and Increase Giving
Using Donor Advised Funds (DAF) to Reduce Tax and Increase Giving
Donor Advised Funds can increase gifts to your favorite charity and reduce taxes all without it costing anything more!
What is an Ethical Will? (And How to Write One)
What is an Ethical Will? (And How to Write One)
An ethical will is a kind of “love letter” to your family, a personal message where you share your thoughts, values, memories, life lessons, advice, and hopes for the future. Where do you start?
4 Steps for a Successful Estate Planning Talk with Your Family
4 Steps for a Successful Estate Planning Talk with Your Family
“I don't want to ruin my family with my wealth by leaving them a mess or causing conflict.” Does this sound familiar? These four steps can help!
Is Your Estate Plan by Default or Design?
Is Your Estate Plan by Default or Design?
When it comes to leaving your hard-earned wealth to the next...
Federal Estate Tax Exemption 2022: Making the Most of History’s Largest Cap
Federal Estate Tax Exemption 2022: Making the Most of History’s Largest Cap
The federal estate tax exemption is higher than ever...for now. What is the exemption and how can you use it to reduce taxes and pass more wealth to the people and causes you care about before you lose the opportunity?
How Do I Reduce Estate Taxes?
How Do I Reduce Estate Taxes?
Are you worried about estate taxes eating into your wealth, leaving less for your family or charities you care about? Unsure what you can do or where to start? Use these 5 steps to make and maintain your plan to reduce estate taxes.
4 Steps for a Successful Estate Planning Talk with Your Parents
4 Steps for a Successful Estate Planning Talk with Your Parents
“I’ll have to manage my parents’ finances at some point, but they don’t like to talk about this and I don't know where things are or what they want!” Does this sound familiar? These four steps can help!
Sudden Wealth – Dream Come True or Nightmare?
Sudden Wealth – Dream Come True or Nightmare?
Would you like to win the lottery? Receive a large inheritance? Receive a multimillion dollar sports contract? For many, sudden wealth ends up closer to a nightmare than a dream. Avoid these common sudden wealth mistakes!
What to Do (and Not Do) for Year-end Planning, Tax Reform & Q3 in Review
What to Do (and Not Do) for Year-end Planning, Tax Reform & Q3 in Review
With income and estate tax changes on the horizon, consider these strategies to adapt your planning if reform is passed. But don't let the tax tail wag the planning dog!
529 Plans – Taxes, Estate Planning, and Funding College
529 Plans – Taxes, Estate Planning, and Funding College
Paying for college isn’t cheap and it’s not getting cheaper, whether you’re planning for kids or grandkids. Here's why a 529 plan is a great first step toward making sure your children or grandchildren can achieve their educational aspirations.
I’m 72 and Don’t Need My RMDs…What Should I Do?
I’m 72 and Don’t Need My RMDs…What Should I Do?
6 ways to use required IRA and 401(k) distributions you don't need to save taxes and make an impact on loved ones and causes you care about.