Articles by Laura Medigovich
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Tax-Smart Charitable Gifting Strategies
Take advantage of the current tax rules to support the charities you care about and save on your taxes at the same time. Here are a couple of noteworthy strategies to consider.
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Window of Opportunity: Leveraging the Estate and Gift Tax Exemption
The estate and gift tax exemption limit is currently at a historical high. In anticipation of a significant decrease of this limit in 2026, here are a few strategies to help leverage this unique situation through tax-efficient wealth transfer.
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Should you Consider a Spousal Lifetime Access Trust?
Couples may consider the use of a Spousal Lifetime Access Trust (SLAT) in order to leverage the current gift tax landscape through tax-efficient estate planning strategies.