Jay Guyer April 27, 2020
If you inherit money or property upon the death of a loved one, you may be expected to pay inheritance tax on your new assets. Find out which states have an inheritance tax and if you have to pay.
Peter Longo November 12, 2019
If you’re close to or in retirement and asking yourself how you can best pass your wealth on to your heirs, repositioning some of your investments may be a tax-efficient way to leave a larger financial legacy.
Michael Repak November 12, 2019
Senior Estate Planner Mike Repak explains how establishing an end-of-life health care plan can protect the value of your legacy.
May 16, 2019
Congratulations—you’ve made it to retirement!
May 15, 2019
If you or a family member has a disability, you may be interested in learning about a new tax-advantaged option called an ABLE account which can be used to save or invest for qualified disability expenses. Many states have already launched ABLE programs, and more are in the works.
April 10, 2019
Charitable giving can play an important role in many estate plans. Philanthropy cannot only give you great personal satisfaction, it can also give you a current income tax deduction, let you avoid capital gains tax, and reduce the amount of taxes your estate may owe when you die.
You've worked hard over the years to accumulate wealth, and you probably find it comforting to know that after your death the assets you leave behind will continue to be a source of support for your family, friends, and the causes that are important to you.
There are five estate planning documents you may need, regardless of your age, health, or wealth.
You're beginning to accumulate substantial wealth, but you worry about protecting it from future potential creditors.
Income tax basis can be an important factor in deciding whether to make gifts during your lifetime or transfer property at your death. This is because the income tax basis for the person receiving the property depends on whether the transfer is by gift or at death.
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Vice President & Senior Estate Planner
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