2021 Federal Tax Reference Guide

January 21, 2021

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.

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Steps To Take When A Loved One Passes

June 17, 2020

To 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.

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Spousal Lifetime Access Trusts (SLATs)

December 5, 2019

The 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.

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Create a Family Mission Statement

November 6, 2019

Even 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.

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Common College Funding Pitfalls

September 11, 2019

Take care to avoid common pitfalls in funding higher education that can result in forfeiting substantial tax benefits or paying far higher bills than anticipated.

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