October 28, 2024 Year-End Tax Planning in Light of the 2025 Inflation Adjustments The year 2025 is shaping up to be a pivotal one for taxpayers, with significant inflation adjustments set to impact … Read More
October 24, 2024 Can You Really Deduct Seller-Paid Points? Mortgage points, also known as discount points, are fees paid directly to the lender at closing in exchange for a … Read More
September 23, 2024 The Ultimate Wealth Preserver You Need to Know About Despite its name, the purpose of a spendthrift trust isn’t just to protect profligate heirs from themselves. Read More
September 5, 2024 Estate Planning with a Qualified Personal Residence Trust Should you place your home in a qualified personal residence trust? Read More
September 3, 2024 Navigating Tax Filing After a Spouse’s Death – A Guide for Widows and Advisors Whether it’s tax-smart to file a joint income tax return the year of a spouse’s death depends on several factors. Read More
August 28, 2024 Breaking the Barrier: How to Undo an Irrevocable Life Insurance Trust If want to undo an irrevocable life insurance trust, there are ways to do so. Read More
August 13, 2024 Power of Appointment in Estate Planning: Flexibility at Its Finest If you want to build adaptability into your estate plan, consider granting a power of appointment. Read More
August 1, 2024 How a QDRO Can Ease the Transfer of Retirement Plan Assets in a Divorce During divorce proceedings, transferring retirement plan assets can be tricky. Using a qualified domestic relations order may help. Read More
July 31, 2024 Contributing to a Roth 401(k) Plan for Estate Planning Goals When choosing between a traditional or Roth 401(k) plan, take taxes and your estate planning goals into consideration. Read More
July 19, 2024 Providing for Multiple Generations Using a Dynasty Trust Planning for the future is a top priority for high-net-worth individuals, family business owners, and estate planners. One powerful tool … Read More
July 17, 2024 Does a FAST Make Sense for Your Estate Plan? Including a family advancement sustainability trust (FAST) in your estate plan can better ensure your wealth is used responsibly by … Read More
July 9, 2024 How a Self-Directed IRA Can Benefit Your Estate Plan — But Know the Risks Self-directed IRAs offer the same estate planning benefits as traditional IRAs, but they allow you to transfer a wider variety … Read More
