In response to rampant financial exploitation of senior investors, the SEC is now requiring financial institutions and services firms to ask for trusted contact information. Having a trusted contact could prevent you from losing substantial amounts of wealth due to fraud or fraudulent activity.Read More
If you have not already completed your year-end tax planning, now is the perfect time to do so. Don’t wait until December when the holiday rush kicks in and you and your advisors have less time to devote to this very important task.Read More
The amount you can pass without owing estate taxes essentially doubled as of January 1st thanks to the recently passed Tax Cuts and Jobs Act of 2017.
This estate tax provision will expire at the end of 2025.
Estate plans based on prior tax law should be re-evaluated to ensure your intentions match the current law.
Older estate plans may ultimately cost your beneficiaries more in taxes and/or unnecessary recordkeeping requirements.
The 10 year anniversary of a record S&P 500 high point is upon us, with several other crisis period anniversaries like the Lehman bankruptcy coming in succeeding months.
Reflecting on your experience back then and looking at the recoveries of other financial crises can help prepare you for the next one.
The recent tax proposal would significantly change income taxes, but there are many important provisions that have not been specified.
Giving evokes gratitude, improves our health and makes us happier.
Giving increases social connection, cooperation and can be contagious.
Personal Charitable Gift Funds make giving appreciated investments simple and easy.
Giving to charity from your IRA has significant tax benefits.