4 Ways to Reduce Estate Taxes and Pass More to Charity – A Video Walkthrough
Today is a deep dive into ways you can reduce estate taxes and pass...
Today is a deep dive into ways you can reduce estate taxes and pass...
Should I set up a Family Foundation? Is this the right structure to...
Donor Advised Funds can increase gifts to your favorite charity and reduce taxes all without it costing anything more!
If you’ve worked hard and planned well, you’re likely to accumulate...
“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!
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?
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.
Looking for ways to reduce taxes through strategic giving this year? Here are three opportunities not to miss before the end of 2021.
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.
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!
Can we reduce our estate tax bill without losing access to our assets? When properly coordinated, strategies like these can help move assets out of your estate without putting them entirely out of reach!