Rising Rates Add to the Appeal of CRTs
If you're philanthropically inclined, have you considered establishing a charitable remainder trust...
Posts about
Estate & Retirement Planning (2)
Ways to Secure Your Estate Plan
Estate planning isn't just for the rich and famous. For example, you may have family heirlooms...
Investor Alert: Tax Impact of Gyrating Markets
The stock markets have experienced significant volatility over the last year, causing many...
Inheriting Money? Considerations for Handling It
After receiving an inheritance, you need to determine how to incorporate those assets, whether...
Have You Considered These SECURE 2.0 Retirement Saving Provisions?
President Biden signedthe Setting Every Community Up for Retirement Enhancement 2.0 Act (SECURE...
5 Major Tax-Favored Retirement Plan Changes for Individuals under New Law
After months of negotiations, Congress finally passed the long-awaited Setting Every Community Up...
Can You Swap Life Insurance for Long-Term Care Insurance?
Do you own a life insurance policy that's no longer essential to your financial goals? You may have...
Are You Taking Advantage of Tax-Free Income Opportunities?
Two things in life are certain: death and taxes. While you can't live forever, there are still some...
FAQs about Disclaiming a Gift or Bequest
For federal gift and estate tax purposes, an individual who's entitled to receive a gift or bequest...
Avoid IRA Rollover Tax Traps
An IRA rollover is usually a tax-smart move, because it allows you to continue to defer taxes on...