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.
“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!
Patty and Steve want to leave a $1 million IRA to support their daughter with steady income but are worried about loss to taxes. Learn how they can use creative estate planning to reduce taxes and increase their impact.
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!
Replay our discussion covering year end tax planning considerations, important updates in tax reform, and what's next for the market, economy, and your portfolios.
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!
In over 50 years of investing, I’ve learned a few important lessons to share. From practical to personal and everything in between, I hope you find something to apply here!
See how Mary & George turn a $275,000 low interest long-term care rainy day fund into a $780,000 flexible benefit for long-term care or legacy for their children.
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.
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.
A replay of our July 28, 2021 webinar discussing 4 new tax changes and what you can do to prepare, plus a review of Q2 market and economic headlines.
The Biden administrations has proposed big tax law changes, with some of the most sweeping changes being made to taxes on assets passed on at death, often called estate taxes. Here’s a summary of the most notable proposals and strategies to consider if they are passed into law.
The second quarter built on much of the encouraging economic progress we saw in the first quarter. States moved to being nearly fully open, markets advanced, and we learned more about probable tax reforms.
Who depends on you? Family, employees, charitable organizations? How would they be provided for if you died and your income stopped? Life insurance is a way to transfer this risk to an insurance company. Here's a simple breakdown of the types and applications of life insurance.
Making connections across generations isn’t always easy. But building an intentionally-designed Family Generosity plan is a great place to start!