• 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 in the established limit in 2026, we’re taking a look at a few strategies for consideration, in order to leverage this unique situation through tax-efficient wealth transfer.

  • 529 Plans: A Tax-Efficient Way to Fund Your Grandchildren’s Education

    Explore the advantages and considerations of using 529 plan accounts to save for and help fund your grandchildren’s college education.

  • Look Out For These Top Tax Scams When Filing Your Taxes

    Each year, the IRS produces a list of its “Dirty Dozen” tax scams. These scams tend to spike from December through April, but they can—and do—happen year-round. It’s wise to stay on top of the latest list of common issues—and take some simple steps to stay safe from them.

  • 5 common investment tax filing errors

    Senior Financial Planner Jay Guyer explains some common tax filing errors and how to avoid them.

  • Is your A/B trust arrangement still necessary?

    As a result of the American Taxpayer Relief Act of 2013, and more recently, the Tax Cuts & Jobs Act of 2018, most couples no longer need to be concerned about federal estate tax. However, if you established an A/B trust prior to 2010, you might want to take steps now to revoke the trust in order to avoid the unnecessary expense and hassle for your family.

  • Understanding state inheritance taxes

    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.

  • 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.

  • Navigating your Medicare Options

    While outlasting your assets is a matter of disciplined saving and investing combined with the power of time, protecting your savings from health care costs requires you to make some careful choices based on a thorough understanding of Medicare—in particular, what it does and doesn’t cover.

  • Reposition assets for tax-efficient wealth transfer

    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.

  • Giving the gift of an education to the next generation

    Everyone knows and loves the feeling they experience when someone gives them a gift. That experience can be further heightened when the gift comes from a parent or grandparent, regardless of the recipient’s age.

  • Simple steps to prepare for tax filing

    Check it Out! Filing your tax returns can be less stressful when you take a few steps before it’s time to complete your tax forms.

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