Category: Estate Planning
Posted on January 27, 2023
Key Tax Moves for 2023
Consider ways to help reduce taxes on your income and investments by acting now. Key takeaways Wider tax brackets, a higher standard deduction, and expanded saving opportunities may help create new tax-saving possibilities for 2023. Don’t wait until… Read More
Posted on October 18, 2022
What Property to Put in a Living Trust
For the greatest benefit, hold your most valuable property items in your living trust.
Posted on May 10, 2022
Decide Where to Live in Retirement
When helping clients plan for retirement, we always recommend that they think about retirement in three phases—the “Go-go” years, the “Slow-go” years, and the “No-go” years. Still these three stages mean something different for every retiree. How should… Read More
Posted on November 9, 2021
Sharing the Wealth: How Lifetime Gift Tax Exemption Works
As Congress continues to debate a reduction in the estate and gift tax exemption–slated to rise to $12.06 million in 2022–now may be a perfect time to consider some lifetime gifts. Many people plan for bequests at the… Read More
Posted on March 30, 2018
Why are Trusts Important?
“Death is not the end. There remains the litigation over the estate.” -Ambrose Bierce- Trusts are often an integral part of our clients’ estate plans. These fiduciary arrangements are a cost-effective vehicle for leaving a legacy and, at… Read More
