The potential savings in state taxes achieved by changing one's domicile is quantifiable and generally [...]
For individuals and families that want their philanthropy to continue for generations or are concerned [...]
Trusts certainly can be established for estate tax savings and to pass on wealth to [...]
If you are considering temporarily bailing on equities, essentially trying to time the market, consider [...]
The most important function of a will is to assure the transfer of assets to [...]
...the sell-off may not be as dire as it seems. "We need to be cognizant [...]
Not all of your assets are controlled by your will; it's imperative to revisit titling [...]
The Tax Cuts and Jobs Act (TCJA) had no impact on the long-standing opportunity for [...]
Many taxpayers mistakenly believe that there is no longer an available deduction for charitable contributions. [...]
As financial advisors, sometimes in conjunction with psychologists experienced in family dynamics, we've assisted families [...]