GIFT & ESTATE | 11/02/2024 Estate Planning: Securing Your Legacy and Reducing Taxes When it comes to your estate, thoughtful planning is essential to ensure your assets are distributed according to your wishes while minimizing estate taxes and other expenses. The potential expiration of the enhanced estate and gift tax exemptions under the Tax Cuts …
GIFT & ESTATE | 07/23/2024 As the saying goes, “You can’t take it with you.” When it comes to your wealth, the key question is: Where do you want it to go? After your passing, your assets can be directed toward one of three destinations: If your estate is subject to taxes, proactive planning can …
GIFT & ESTATE | 05/01/2024 Effective estate planning is essential to ensure your assets are distributed according to your wishes while minimizing tax liabilities. From utilizing trusts and gifting strategies to leveraging life insurance and charitable giving, thoughtful planning can make a significant difference. With potential changes in tax laws on the horizon, consulting with …