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Charitable Giving Can Be a Family Affair
By Mark FisselPosted on November 30th, 2021
As families grow in size and overall wealth, a desire to “give back” often becomes a priority. Cultivating philanthropic values can help foster responsibility and […]
Learn MoreTips for Managing an Inheritance
By Mark FisselPosted on July 29th, 2021
As the beneficiary of an inheritance, you will likely be faced with making important decisions during an emotional time. Short of meeting any required tax […]
Learn MoreConsiderations When Making Gifts to Children
By Mark FisselPosted on June 1st, 2021
If you make significant gifts to your children or someone else’s children (perhaps a grandchild, a nephew, or a niece), or if someone else makes […]
Learn MoreChanges In Store for Estate & Gift Tax Planning
By Anne ZavagliaPosted on May 3rd, 2021
By Anne Zavaglia, CFP® & Clint Edgington, CFA There are several bills that have been introduced in the Senate that would have a serious impact […]
Learn MoreIs It Time to Review Your IRA Estate Planning Strategies?
By Mark FisselPosted on February 27th, 2020
The Setting Every Community Up for Retirement Enhancement (SECURE) Act, which was passed in December 2019 as part of a larger federal spending package, included […]
Learn MoreSECURE Act Can Have Big Impact on your Estate Plan & Trusts
By Anne ZavagliaPosted on January 30th, 2020
Authored by Logan Philipps, Esq. and Anne Zavaglia, CFP® When President Trump signed the SECURE Act at the end of 2019, it could easily have […]
Learn MoreEstate Planning: Consider the Tax Basis of Gifted or Inherited Property
By Mark FisselPosted on December 2nd, 2019
Tax basis can be important when deciding whether to make gifts now or transfer property at your death. This is because the tax basis of […]
Learn MoreGray Divorce: Dividing Assets Can Impact Retirement
By Mark FisselPosted on November 29th, 2018
Although most people who marry hope their unions will last forever, about 50% of first marriages in the United States end in divorce.1 Individuals age […]
Learn MoreReviewing Your Estate Plan
By Mark FisselPosted on November 29th, 2018
An estate plan is a map that explains how you want your personal and financial affairs to be handled in the event of your incapacity […]
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