Archive for the ‘Estate Planning’ Category

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 […]

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 […]

Rebuilding Resources for Individuals and Businesses Affected by Hurricane Harvey

Our hearts go out to all of you affected by Hurricane Harvey and its aftermath. As a Gulf Coast company […]

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 […]

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 […]

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 […]

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.