Transfer on Death Designations: Advantages and Disadvantages
December 2020
Explore some of the potential advantages and disadvantages of POD/TOD designations and pitfalls to consider.
October 2020
Tax gains may be deferred on real estate investments by following certain procedures.
Leveraging a Spousal Lifetime Access Trust
September 2020
A Spousal Lifetime Access Trust (SLAT) may offer the opportunity to maximize growth and tax-advantaged wealth transfer.
September 2020
Changing times may bring new opportunities back home.
The Race to Zero
August 2020
Making the case for fixed income investments in a historically low interest rate environment.
August 2020
Key considerations when selecting and preparing a successor for family business transition.
The CARES Act
July 2020
The President recently signed legislation providing immediate relief for families and businesses impacted by the coronavirus pandemic. Read a summary of the provisions.
July 2020
Significant changes were made recently to the business loan options aspect of the Payment Protection Program.
May 2020
The Qualified Opportunity Zone program may provide a tax incentive for private, long-term investment in economically distressed communities.
May 2020
Uniform Transfer to Minors Act (UTMA) accounts may help supplement college savings or be an important part of a parent’s gifting strategy.
May 2020
Opportunities to transfer wealth using IRS rate-linked strategies.
Using a Charitable Remainder Trust as a Substitute for the Stretch IRA after the SECURE Act
May 2020
A charitable remainder trust may be a possible alternative for those impacted by the elimination of the stretch IRA strategy.
Take Control: Planning in Unprecedented Times
April 2020
Here are some actions to help you take control of your legal and financial situation.
Take Control: Business Strategies in Unprecedented Times
March 2020
It’s important to examine all aspects of your business so you are prepared as things change and opportunities arise.
April 2020
Learn more about the various challenges and opportunities real estate investors are facing as a result of the coronavirus pandemic.
April 2020
Strategies for donors and nonprofits for sound decision making that rises above the emotion of the current moment.
April 2020
While planning for business transitions can be complex, following a disciplined process can help owners plan and execute a successful business transition.
Before Your Child Turns 18: Five Documents You Need
April 2020
The importance of planning in order to avoid various pitfalls as children reach the “age of majority”.
Are You Prepared for a Financial Emergency?
October 2019
How a cash flow management plan can help with unexpected cash needs.
