Author: Logan Baker, JD, LL.M., MBA

Logan Baker, JD, LL.M., MBA

Person Thinking Of Productive Ways to Use a Life Insurance Payout

5 Productive Ways to Use a Life Insurance Payout

October 16, 2024

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Consider a Trustee’s Responsibilities When Choosing One

October 8, 2024

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Year-End Tax Tips for High-Net-Worth Clients

September 11, 2024

Estate planning strategies for wealth transfer

Navigating the Great Wealth Transfer: Estate Planning Strategies for the $90 Trillion Boom

September 5, 2024

Reviewing Inheritance Tax Guidelines and Strategies

Inheritance Tax Guidelines and Strategies

June 25, 2024

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“Step Up” Your Estate Planning Game

June 13, 2024

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Diving Into Tax Consequences with Intrafamily Gifts and Loans

May 22, 2024

When Should You Update Your Estate Plan?

When Should You Update Your Estate Plan?

April 18, 2024

Estate and Gift Tax: Essential Considerations Image

Estate and Gift Tax: Essential Considerations

April 8, 2024

Trust Tax Image

Demystifying Trust Taxation: Key Rules and Strategies Unveiled

March 25, 2024

To Minimize Inheritance and Estate Tax, Make These Moves Now Image

To Minimize Inheritance and Estate Tax, Make These Moves Now

March 20, 2024

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Strategies to Help Safeguard Your Wealth and Family Legacy

November 27, 2023

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Retirement Accounts: Meet the Year-End RMD Deadline To Avoid Penalty

December 6, 2024

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Direct Real Estate in an IRA – the Pros and Cons

December 5, 2024

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Financial Items to Consider When a Parent Passes Away

December 3, 2024

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