Why Estate Planning Still Matters
Given the dramatic increase in the federal gift and estate tax exemption over the last 20 years,...
New Tax Rules Have Been Set: Start Planning Now
Individual taxpayers faced significant tax planning uncertainty for the first six months of the...
Tax and Financial Pointers When Retirement Is on the Horizon
Retiring soon is an exciting milestone and a time filled with important financial decisions....
How LTC Insurance Can Help Manage Senior Care Costs
Approximately 70% of adults who survive to age 65 will need long-term care services, and 48% will...
How Are Income Distributions from Trusts and Estates Taxed?
As separate legal entities, estates and nongrantor trusts must file their own federal tax returns,...
Help Wanted: Hiring Family Members for Tax-Saving Results
If you own a small business and have children in high school, technical school or college, you...
6 Ways to Address Future Health Care Costs
How much money will you need to set aside to cover your out-of-pocket health care costs in...
Some Retirement Plan Benefits Will Increase for 2025
With the 2025 tax year almost here, there's news from the IRS about retirement savings. According...
It’s Time to Think about Today’s Favorable Gift and Estate Tax Rules
The Tax Cuts and Jobs Act (TCJA) dramatically increased the unified federal gift and estate tax...