Getting Ready for Social Security Part 2: Other Factors Affecting Your Decision
In our last social security blog, we covered the impact of your age at retirement on your benefits. Among the many factors that you
Getting Ready for Social Security Part 1: Retirement Age Considerations
Making personal decisions about when you begin collecting Social Security benefits is full of what-ifs, many of which won’t be known until long after your
A First Look at President Trump’s Proposed Tax Plan
On April 26, 2017, the Trump administration presented an outline of the president’s proposed broad goals of tax reform and his ideas on how those
The effect of proposed IRS regulations on estate planning
In August, the Internal Revenue Service (IRS) issued proposed regulations that will have a substantial effect on estate planning techniques often utilized by family-controlled entities.
Estate Planning – How, When and Why? Part 2
Carefully executed estate planning also allows you to maximize the value of the inheritance you leave to your beneficiaries.
Estate Planning – How, When and Why? Part 1
While many think estate planning is only for the elderly or rich, estate planning allows everyone to protect their family’s financial security and ensure their final wishes are respected.
U.S. Supreme Court Ruling has Broad Implications from a Tax Perspective
The U.S. Supreme Court ruled 5-4 on Friday, June 26, 2015, that it is legal for all Americans, no matter their gender or sexual orientation,
Getting your estate planning started
Whether you are the owner of a business, hold several properties or just have family that you want to see taken care of after you’re gone, it’s essential to plan for the future.
Take advantage of tax-free gifting to transfer wealth
Higher limits for tax-free gifts can help you lower the estate tax your heirs will pay.
Estate and Gift Tax Planning in 2012
We challenge you to take a short quiz to determine if you are eligible for a “gift” from the federal government. YES NO 1.