Estate planning Q&A: Gifting to Intentionally Defective Grantor Trusts explained
Reduce estate taxes? Consider a gift to an IDGT: The gift that keeps on giving
Plan Ahead for Changes to the Lifetime Gift & Estate Tax Exclusion
Are you prepared for the upcoming cut in the lifetime gift and estate tax exclusion? Learn how proactive planning can maximize your tax savings before exemption levels drop.
Estate planning insights from America’s wealthiest families
Discover how America’s elite manage their vast fortunes to ensure their wealth endures across generations. This article breaks down the successful strategies and common pitfalls in estate planning, using examples from storied dynasties like the Rockefellers and Hearsts. Gain insights into how you can protect your financial legacy and avoid common estate planning mistakes.
Planning to downsize? Three tax considerations for retirees
Downsizing in retirement isn’t just about reducing living expenses—it can also be a strategic move toward financial security. Understand how your home’s appreciation impacts your taxes and discover strategies to reduce your tax burden.
Building sustainable wealth: 5 key considerations for emerging high earners
Get valuable insights on how to build sustainable wealth as an emerging high-earner. This article dives deep into managing lifestyle creep, understanding income tax, and making tax-efficient investments. Learn how to leverage everyday expenses to lower your tax bill and preserve wealth.
Practical strategies for managing a sudden financial gain
Are you equipped to handle a sudden financial gain? Learn four steps you can take to navigate tax planning and potential tax burdens associated with a financial windfall.
Two Estate Planning Strategies to Help Protect Wealth
A goal of estate planning is to maximize the wealth that is passed on to one’s heirs. In this video, we’ll discuss how a Spousal Lifetime Access Trust and an Irrevocable Life Insurance Trust may help you minimize estate taxes and protect wealth.
Strategic giving: comparing private foundations and donor-advised funds
Discover the benefits of private foundations for managing charitable giving and how they differ from donor-advised funds. Gain greater control and flexibility over your philanthropic efforts while creating a lasting legacy of giving for future generations.
The essential guide to estate planning and income taxes
Avoiding unintended income tax consequences in your estate plan.
Estate planning after the sale of a business interest
This article discusses estate planning and tax considerations after the sale of a business interest or other liquidity event, including common strategies to reduce estate tax and meet charitable giving goals.