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Estate Planning

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Article

Preparing for the Impact of President Biden’s Tax Plan on Estate Planning

If you or a loved one have a sizeable estate, act now to revisit your plans ahead of proposed tax changes.

Bryan Strike,

Oct 11, 2021

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Article

Now is the Best Time for Gifting

With the recent tax proposals and potentially drastic changes to common planning techniques, now is an optimal time to review your estate plan.

Bryan Strike,

Dec 13, 2021

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Article

So, You Just Received a Financial Windfall

The sudden appearance of a lump sum of money can have significant impacts on your life. Consider how to effectively navigate a financial windfall.

Mercer Advisors,

Jul 11, 2022

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Article

History Lessons from the Housing Market

This isn’t the 1970s housing market. Check out five ways homebuying has changed forever–and three tips for dealing with the real estate market today.

Bill Berg,

Jul 19, 2022

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Article

Five (529 Plan) Hacks to Pay for College

David Gardner,

Aug 10, 2022

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Article

4 Actions to Consider During a Recession or Market Correction

Jennifer Baick,

Aug 10, 2022

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Article

Tax Tips for High-Net-Worth

Changes to estate tax rules and interest rates are keeping estate planners busy in 2022. Here are a few things for you to consider.

Logan Baker,

Sep 8, 2022

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Article

Estate Planning for High-Net-Worth

Planning can help avoid probate and minimize the impact of estate tax, both state and federal, so that loved ones receive more of a hard-earned estate.

Jasna Veledar,

Nov 2, 2022

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Article

Giving Thanks this Holiday Season

While acts of giving, generosity, and kindness can be emotionally rewarding for both the donor and the recipient, timely charitable contributions can have tax benefits too.

Judith McGee,

Nov 4, 2022

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