Letter to My Loved Ones
With today’s complex and ever-fluctuating tax environment, proactive estate planning is as important as it has ever been.
Planning Through Uncertainty
Just in the last 20 years, we have seen several major tax bills authored in Washington – some of which have passed and many of which have not.
Philanthropic Planning Basics
While many of you likely donate to charities, it is always important to keep in mind these key considerations of charitable giving.
Digital Asset Planning
Have you ever wondered what happens to your priceless photos, personal emails and overall digital footprint – after your death? You should.
Passing Down Family Values
How you plan your estate will determine how you’re remembered and will shape the relationship your children and grandchildren have with money.
The Charitable Remainder Trust
If you are charitably inclined and are interested in a planning strategy that can provide increased income while simultaneously lowering your total income tax, consider the well-known and established Charitable Remainder Trust [CRT].