Apr 9Guiding Wealth Transfer with Values-Based PlanningWe're in an era termed the Great Wealth Transfer, with Baby Boomers set to pass an estimated $84 trillion to younger generations by 2045,...
Jan 26Proactive Estate Planning: Essential Steps to Take NowEstate planning is often postponed until it's too late, despite changes in tax laws or potential lawsuits. Procrastination can lead to...
May 12, 2023Senate's Estate Tax Repeal ReintroducedRecently, key Republican Senators including John Thune of South Dakota, Mitch McConnell of Kentucky, and Mike Crapo of Idaho have...
Apr 21, 2023Navigating Grantor Trust Tax ChallengesGrantor trusts offer numerous benefits and often serve as the foundation for many estate plans. They allow you to conduct transactions...