Tips for Managing an Inheritance

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Posted 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 […]

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Considerations When Making Gifts to Children

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Posted 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 […]

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Changes In Store for Estate & Gift Tax Planning

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Posted 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 […]

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Is It Time to Review Your IRA Estate Planning Strategies?

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Posted 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 […]

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SECURE Act Can Have Big Impact on your Estate Plan & Trusts

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Posted 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 […]

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Estate Planning: Consider the Tax Basis of Gifted or Inherited Property

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Posted 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 […]

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Gray Divorce: Dividing Assets Can Impact Retirement

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Posted 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 […]

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Reviewing Your Estate Plan

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Posted 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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