Estates and Trusts
A Guide to Planning
05.05.23 ResourcesMaximizing the Value of Your Business Ahead of a Sale
Here are some areas you may need to focus on as you seek the best price for your company.
03.22.23 ResourcesPreparing for End-of-Life Care
The best time to begin planning is often well before you think to do it.
03.22.23 ResourcesInsurance Needs when Married with Children
Considering coverage for your household.
01.03.23 ResourcesYear-End Charitable Giving Opportunities
10.12.22 ResourcesWhat Happens When There Are No Beneficiaries
Where do those accounts and policies end up? Some accounts have no designated beneficiary. Rarely, the same thing occurs with…
09.06.22 ResourcesQualified Charitable Distributions
A choice for I.R.A. owners who want to reduce taxes linked to I.R.A. distributions.
07.15.21 ResourcesTax & Estate Strategies for Married LGBTQ+ Couples
The 2015 Obergefell v. Hodges Supreme Court decision streamlined tax and estate strategizing for married LGBTQ+ couples. If you are…
06.15.21 ResourcesUnderstanding Extended Care
The important question: are you prepared?
05.19.21 ResourcesBefore You Claim Social Security
A few things you may want to think about before filing for benefits.
11.25.20 ResourcesABLE Accounts for Loved Ones with Disabilities
More families should know about these tax-advantaged savings vehicles.
06.05.20 ResourcesMaking a Charitable Contribution
There are benefits and limitations when you decide to donate stock.
06.05.20