February 6, 2023 Business Owners: Revisit Buy-Sell Agreements Crafting a buy-sell agreement is not only a smart business decision, it also makes estate planning sense. Read More
January 18, 2023 Tax-Saving Ways To Help Pay For College As any parent of a college student knows, higher education is expensive. Fortunately, there are some tax breaks for eligible … Read More
January 18, 2023 Protected: Single Parent’s Should Review Their Estate Plan There is no excerpt because this is a protected post. Read More
January 9, 2023 Run The Numbers Before Donating Appreciated Assets If you’re considering donating appreciated assets to charity, your adjusted gross income may come into play. Read More
January 3, 2023 Addressing IP In An Estate Plan Can Be Tricky Do you know how to properly address intellectual property in your estate plan? It can be more complex than you … Read More
December 28, 2022 SECURE Act Tackles Retirement, Conservation Tucked into the Consolidated Appropriations Act of 2023 is a package of enhanced retirement benefits, otherwise known as the SECURE … Read More
December 7, 2022 Answers: Taking Withdrawals From IRAs You may spend decades building up your traditional IRA but there comes a time when you must start taking withdrawals. … Read More
December 7, 2022 Don’t Overlook Foreign Assets When Planning Your Estate If you own foreign assets, accounting for them in your estate plan is critical. Read More
November 18, 2022 Reduce Your Business’s Year-End Tax Bill As 2022 winds down, now is the time for your business to take stock of its tax situation and implement … Read More
November 11, 2022 Annual Gift Tax Exclusion Amount Increases For 2023 If you have a large family, making annual exclusion gifts to loved ones is a quick way to reduce your … Read More
November 3, 2022 Estate Planning Vocab 101: Executor And Trustee Two key estate planning terms you need to know are “executor” and “trustee.” Read More
November 3, 2022 How Inflation Will Affect Your 2022 And 2023 Tax Bills Many people are feeling the squeeze of inflation. What does this mean for your federal tax bill? Here’s what the … Read More
