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…
AdvicePeriodApril 18, 2023
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…
AdvicePeriodNovember 17, 2022
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…
AdvicePeriodNovember 17, 2022
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…
AdvicePeriodOctober 24, 2022
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…
AdvicePeriodAugust 17, 2022
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…
AdvicePeriodMarch 23, 2022
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…
AdvicePeriodFebruary 17, 2022
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…
AdvicePeriodOctober 4, 2021
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…
AdvicePeriodSeptember 20, 2021
