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June 3, 2025
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March 4, 2025
The 2024 gift tax return deadline is coming up soon
If you made significant gifts to your children, grandchildren or other heirs last year, it’s important to determine MoreArticle
January 3, 2025
Know When a Gift Tax Return is Required or Recommended
Thanks to the annual gift tax exclusion, you can systematically reduce your taxable estate with little effort. And MoreArticle
November 11, 2024
Maximize your year-end giving with gifts that offer tax benefits
As the end of the year approaches, many people start to think about their finances and tax strategies. One MoreArticle
November 11, 2024
Donor-advised Fund: A powerful vehicle for charitable giving
If charitable giving is important to you, consider a donor-advised fund (DAF). A DAF — typically sponsored and MoreArticle
October 10, 2024
What are the duties of an executor?
A key decision you must make when drafting your estate plan is who to appoint as the executor. In a nutshell, an MoreArticle
August 9, 2024
IRS issues final regulations on inherited IRAs
The IRS has finalized regulations for the “10-year rule” regarding required minimum distributions MoreArticle
March 25, 2024
What are your options to fund long-term care expenses?
Few things can derail your estate plan as quickly as unanticipated long-term care (LTC) expenses. Most people will MoreArticle
February 1, 2024
