Don't wait until it is too late to start your estate plan. Here is a guide to the potential drawbacks of waiting too long.
Are Capital Gains Taxes Changing?
There are a lot of questions about the Build Back Better plan and potential tax law changes, including an adjustment to capital gains taxes. Many ideas are being considered as legislators look for ways to raise revenue to help pay for the Build Back Better plan.
Estate Planning Awareness Month: Rethink These Estate Strategy Myths
You may have heard some assumptions surrounding estate planning, but we’re here to help debunk a few popular myths.
Managing a Windfall: How to Be a Good Steward of Your Inheritance
What do you do if you've received a sizeable inheritance? Here are 5 tips to help you.
Tax Strategies for High Earners
Having a tax-focused understanding of your investments is an important component of preserving wealth. Here are a few tips for high-earners.
7 Reasons Why It’s Time to Stop DIY Investing and Hire a Financial Advisor
You may think you can manage your own investment portfolio but there are benefits to letting a financial advisor do it for you. Here are 7 reasons why.
Planning Inheritances for Your Children
Many people want to set their children up for long-term financial success. For many, this involves establishing inheritances. Use these tips to help you start determining how to best distribute your assets.
A Federal Wealth Tax Was Introduced in the Senate. Here’s What Affluent Families Need to Know
On March 1, the Ultra-Millionaire Tax Act was introduced. If passed, certain affluent families could see their tax obligation increase.
What is a Mega Backdoor Roth IRA? Here’s How to Take Advantage of the Tax Savings
Mega backdoor Roth IRAs are complicated retirement savings strategies. But for the right person, they could offer a big tax advantage.
Avoid These Mistakes When Setting Up a Living Trust
Avoid these five mistakes when you’re setting up a living trust so you and your trustees benefit from the full advantages a trust has to offer.