Blog Posts in 2020

Year End Federal and State Tax Strategies

Year-end Federal and State Tax Strategies While there are many year-end tax strategies that stand the test of time, with the recent changes to the federal tax code, it is imperative to understand which changes provide new opportunities and which changes may bring about unintended consequences. The following is a quick checklist including tax strategies, reminders, and immediate action steps you ...

Presidential Election Special Report: Heads I Win - Tails You Lose

Heads you win, Tails the IRS loses... It is highly likely that if former ­Vice President Joe Biden is elected President, there will be significant federal income, gift, and estate tax changes. The big question on everyone’s mind is, “what do I do now, before December 31, 2020?” It is important to note that the proposed tax law changes in the “Biden Plan” do not occur without congressional ...

Building Your Estate Planning Team

Welcome to the second part of a six-part series focused on building a comprehensive estate plan designed to protect you and your heirs for many generations to come. If you missed Part 1, click here to access the article. Part 1 - Building a Road Map for Estate Planning and Financial Success Part 2 – Building Your Estate Planning Team Part 3 - Risk Management Part 4 - Core Documents and Essential ...

Building a Road Map for Estate Planning and Financial Success

Welcome to our first of a six-part series on building a comprehensive estate plan designed to protect you and your heirs for many generations to come. Because as we say, "Where today's plans, become tomorrow's legacy." Part 1 - Building a Road Map for Estate Planning and Financial Success Part 2 – Building Your Estate Planning Team Part 3 - Risk Management Part 4 - Core Documents and Essential ...