Wealth Transfer & Estate Planning Archive
The Clock is Ticking: 5 Reasons to Make Substantial Gifts Now vs. Later
Are you considering making a substantial gift? Here are five reasons to act sooner than later: 1. Lifetime Gift Tax Exemption is a… Read More
Tax-Smart Asset “Location” can Save Big Bucks
The last time you heard the phrase “location, location, location” was probably from your real estate agent when buying or selling… Read More
Leveraging COVID-19 for Family Business Succession Planning
For many businesses, COVID-19’s fallout has resulted in temporary shutdowns, furloughed workers, renegotiation of bank loans, and… Read More
How a Donor’s Annual Minimum IRA Distribution can Help Your Organization Meet its Fundraising Goals
Did you know that donors aged 70 ½* years old or older can meet their annual minimum IRA distribution by making a gift to your org… Read More
Opportunities in Times of Crisis
It’s no secret the COVID-19 pandemic has had a substantial negative impact on businesses. Companies deemed non-essential have clos… Read More
IRS Provides Much Needed Guidance to Individuals Making Recent Large Gifts
Through recent proposed regulations on November 20, 2018, the IRS has noted that, for individuals who took advantage of the increa… Read More
How to Invest in Your Family’s Financial Future
Introducing a little one to the family is a very exciting time. That said, there are some financial logistics to consider, before… Read More
Post-Trump Era for Federal and Washington Estate Tax
With the incoming new administration comes changes in tax law. The news media has been sharing bits and pieces of the potential ch… Read More
