Estate Planning
Ensuring Your Trust Holds up to IRS Scrutiny
As the IRS intensifies its efforts to audit wealthy taxpayers, a significant focus is being placed on trusts, particularly those with complex structures that offer [...]
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What is a Private Foundation?
Private foundations (PF) are a type of nonprofit organization that requires careful consideration when it comes to taxes. Navigating the tax rules associated with [...]
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How to Save Taxes with the Net Unrealized Appreciation Strategy
One of the big advantages that employees of public companies have is the ability to accumulate shares of stock in the company for which they work. If you are [...]
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(POA) Power of Attorney – Your Friend Indeed
One of the forgotten, yet highly important areas of optimizing your financial outcomes is to make sure you plan for infamous rainy day. To ensure that your wishes [...]
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How to Manage A Stock Windfall
According to a recent report by Cerulli Associates, a vast transfer of wealth is poised to occur in the US over the next 25 years. Approximately $68 trillion will [...]
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5 Important Components of A Good Estate Plan
It’s safe to say that thinking about the ideas of disability or dying are not generally pleasant topics for anyone. However, as the old cliché goes, the only [...]
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Getting Started: An Estate Planning Checklist
Even if you don’t know the third week in October, 2021 is officially Estate Planning Awareness Week, it begs the question: How aware are you of your estate [...]
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5 Costly Estate Planning Mistakes We See All the Time
Creating your estate plan may be important, but you need to avoid common pitfalls and mistakes while you are at it. Otherwise, you will spend time creating a plan [...]
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A Comprehensive Guide to Trusts
Trusts aren’t just for rich kids (although we highly recommend a trust with a ton of guardrails for the beloved spendthrift in your life.) A trust is [...]
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Estate Planning: Taking the 1st Step
Often times when we first meet someone, the most pressing risk to their financial situation is not a bad portfolio. Rather, it’s the fact that they have no [...]
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