Updated for the 2020 tax year, the guide provides a convenient reference for tax preparers and is broken down by Income, Investment, Retirement, Charitable Gifts and Estates.
Read PostTo assist with this difficult time, we have organized a timeline with key action steps to reduce transition complications and ensure more stability for the survivors.
Read PostAt age 55, it’s helpful to consider seven important topics, both individually and in conversation with family. Doing so can help guide you to a fulfilling retirement.
Read PostThe Spousal Lifetime Access Trust (SLAT) is a flexible estate planning tool that can provide families wealth stability, though it should be employed within overall goals.
Read PostEven if you remain skeptical about mission statements in the corporate world, open your mind to the possibility that a mission statement could help your family.
Read PostLearn how a Grantor Retained Annuity Trust (GRAT) can freeze the value of an asset while passing the appreciation of that asset onto beneficiaries free of gift and estate tax.
Read PostMany aging women worry about running out of money, and single women face additional risks. Learn steps you can take to reduce this retirement savings gap and live securely.
Read PostThe word philanthropy derives from a Greek word meaning "love of mankind." Philanthropic acts, therefore, imply a humanitarian vision that "sees ahead" toward an objective.
Read PostTake care to avoid common pitfalls in funding higher education that can result in forfeiting substantial tax benefits or paying far higher bills than anticipated.
Read PostBased on consultation with advisors and legal professionals, you need to weigh the benefits of involving a corporate trustee and decide who is best suited for this role.
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