As people come together for the holidays, the topic of estate planning may sound morbid or awkward to discuss. However, it is so important to have these conversations with your…

The end of the year is a time for organizing as many businesses meet with advisors and review the year. They look at the wins and losses from the year…

The proposed tax legislation is not yet passed, but if it does, it will take effect in 2022. President Biden has promised not to raise taxes on households that make…

The pending changes to estate tax and gift taxes are on the table right now. Starting January 1, 2022, your grantor trust and tax-free gift limitations may be changing. Right…

Grantor trusts are a widely used strategy in estate planning. This strategy includes transferring your assets to a trust so that all of your assets and finances do not go…

Today we are continuing our discussion about estate planning, focusing on this article and the topics of Advance Healthcare Directive and Beneficiary Selection. Many families don’t understand the importance of…

In our previous article about estate planning, we looked at an overview of the most critical elements everyone needs to include in their estate plan. Today, we are breaking it…

Estate planning isn’t only for the wealthy – preparing an estate plan is an essential step for people at all income levels. Anything that you own is part of your…

It doesn’t matter if your small business is just starting out or if it’s been around for years – you always need to think about the future. Business succession planning…

Proposed legislation in Washington DC means the federal tax climate is likely to change sooner rather than later, but that’s not the only reason you should be thinking about your…