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If You Don’t Have a Will Yet, Why Not?
By Content AdministratorPosted on September 25th, 2024
A will is a fundamental estate planning document. It outlines how you wish your property to be distributed, who should handle matters related to settling […]
Learn MoreMaximize Your Tax Savings by Utilizing a Health Savings Account
By Anne ZavagliaPosted on July 12th, 2024
Health savings accounts (HSAs) are available to those who participate in a high-deductible health plan. HSAs are tax-advantaged accounts that offer tax savings now and […]
Learn MoreSuperfunding 529 Plans to Reduce Your Estate and Taxes
By Anne ZavagliaPosted on July 12th, 2024
529 plans are tax-advantaged plans similar to Roth IRAs; funded with after-tax dollars, tax-free growth, and tax and penalty-free withdrawals if used for qualified educational […]
Learn MoreCharitable 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 […]
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