Are You Prepared For An Estate Tax Sunset?
Your clients, especially those who are considered HNW, will need to examine their estate strategy in the coming months as the estate tax is set to return to pre-2018 levels.
Your Guide to Year-End Charitable Giving
Whatever your reason for giving this year, it’s important to know how your charitable contributions can impact your financial plan. In fact, being strategic and intentional in your charitable contributions can create tax benefits for both you and your chosen charity.
Estate Planning: Tax Planning
Helping your clients with the year-round effort to maintain your tax strategy.
Estate Planning: Living Trusts
Guide your clients in the creation and maintenance of their trusts. This article will help them understand the maintenance processes involved.
Tax Strategies for High Earners
Having a tax-focused understanding of your investments is an important component of preserving wealth. Here are a few tips for high-earners.
What Is a Living Trust?
A living trust may be a powerful tool in your estate planning toolbox. Learn more about what living trusts are and if they make sense for you.