As the end of 2024 approaches, now may be a great time to review your current financial status and start developing goals for the new year. Before this year is…
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With the potential changes to estate and gift tax laws on the horizon, high-net-worth individuals, especially business owners considering an exit, may want to start planning now to protect their…
Crafting a carefully considered estate plan can ensure that asset distribution aligns with both your intended legacy and your beneficiaries’ needs. Additionally, thoughtful estate planning can create tax and investment efficiencies and help guarantee effective execution.
In these times of historically low tax brackets and depressed market values, an opportunity has presented itself to convert your pre-tax retirement accounts into a Roth IRA.
As mortgage interest rates decrease, a lot of people are wondering whether they should consider refinancing for a better rate. Below are some FAQs to consider when thinking about mortgage…
Did you know there are two main types of long-term care insurance? Do you know the cost of long-term care insurance is anchored primarily in 7 key things? Do you…
It’s hard to believe, but the holiday season is almost upon us. With those celebrations often comes thoughts of giving to others.
In part 2 of this three part blog series, we will cover how these documents work to help transfer assets.
In this three-part blog series, we answered the questions of why an estate plan is important and what key pieces are necessary to create an effective plan. We learned how…
