by admin | Nov 24, 2025 | Taxes & Wealth Preservation
A Thanksgiving Table Full of Grandkids — and the Estate Plan That Protected Them All It’s Thanksgiving. The dining room is filled with laughter — ten, maybe twelve little feet running around. Your grandkids, full of energy and innocence, pass the gravy boat, ask for...
by admin | Nov 17, 2025 | Taxes & Wealth Preservation
Why the Federal Estate Tax Exemption Matters When most people think of taxes, they picture income tax or capital gains tax — but there’s another one that can take a hefty bite out of what you pass along to your heirs: the federal estate tax. Thanks to recent legal...
by admin | Jun 16, 2025 | Taxes & Wealth Preservation
If you’re in a high-net-worth family, 2025 might be your final window to use the generous federal estate tax exemption—right now it’s around $13 million per individual. Beginning January 1, 2026, the exemption is set to shrink almost by half, going down to around $7...
by admin | Apr 5, 2022 | Taxes & Wealth Preservation
Although many strategies to save on your income taxes must be locked in before the end of the year, there are still numerous ways you can reduce your tax bill right up until the filing deadline, which has been pushed back to Monday April 18th due to a holiday on April...
by admin | Oct 27, 2021 | Taxes & Wealth Preservation
Many people come to us curious (or confused) about trusts and taxes. So today’s article is going to sort it out and clarify things for you. There are two types of trusts, and each have different tax consequences. Revocable trusts, which are the far more commonly used...
by admin | Oct 17, 2021 | Taxes & Wealth Preservation
On September 13, 2021, Democrats in the House of Representatives released a new $3.5 trillion proposed spending plan that includes a wide array of changes to federal tax laws. Specifically, the Democrats proposed a number of significant tax increases and other changes...
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