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

Logan Baker, JD, LL.M., MBA

Person discussing private foundation vs donor-advised fund

Charitable Giving: Is a Private Family Foundation or Donor-Advised Fund Right for You?

January 6, 2025

Man Thinking About Property Transfers Before Death in Estate Planning

Estate Planning: Navigating the Emotional Journey of Property Transfers Before Saying Goodbye

December 19, 2024

Person Thinking Of Productive Ways to Use a Life Insurance Payout

5 Productive Ways to Use a Life Insurance Payout

October 16, 2024

People considering a trustee’s responsibilities

Consider a Trustee’s Responsibilities When Choosing One

October 8, 2024

Person discussing four estate planning strategies for tax savings

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

Family setting up their estate planning game

“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

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Personal Finance

What To Do if You Inherit a House: Financial and Tax Considerations

March 18, 2025

Retirement

Beyond Full Retirement Age: Determining Your Social Security Payouts

March 17, 2025

Investing

Understanding the Difference Between Wealth Management and Asset Management

March 13, 2025

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