When it comes to the tax-free transfer of wealth, we’re living in a golden era. Single individuals can move $12.92 million and married couples can move $25.84 million1 out of…
If you’re expecting an inheritance soon, it likely means you’ve lost someone important to you. Anticipating a windfall while grieving is part of what can make inheritance complicated. To make…
Many taxpayers are eager to reap the full benefits of charitable giving for the 2022 tax year but are concerned they won’t be able to pinpoint the causes they’d most…
With the end of 2022 just around the corner, it’s a good time to meet with your wealth advisor to review your financial picture. That review includes reviewing your investment…
Paying off a mortgage early has always been an enticing idea: It frees up monthly cash flow, slashes the amount of interest you’d pay over the lifetime of the loan…
One of the great rewards of financial success is having confidence that you can fund big, fulfilling plans, like buying a vacation house, having a comfortable retirement, supporting people and…
The window for you and your family to transfer wealth to heirs and charities is wide open right now. For 2022, the federal estate and gift tax exemption stands at…
Estate planning helps with financial peace of mind by protecting family assets and helping ensure they’re distributed according to your wishes, in addition to playing an important role in maintaining…
We recently wrote that the House of Representatives’ new tax blueprint would jeopardize estate planning techniques that wealthy families have long relied upon. But the House proposal sharply increases income…
Last week, the House Ways and Means Committee released the first draft of a major tax bill, and it contains sweeping changes that should concern wealthy households. The proposals are…
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