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Dynasty Trusts Keep on Giving Long Into the Future

With a properly executed estate plan, your wealth can be enjoyed by your children and even their children. But did you know that by using a dynasty trust you can extend estate tax benefits?

Who Should Own Your Life Insurance Policy?

If you own life insurance policies at your death, the proceeds will be included in your taxable estate. Ownership is usually determined by several factors, including...

Tax-Conscious Bequests

The advent of a higher amount exempt from the federal estate tax ($5.49 million in 2017) has reduced the need for tax-aware estate planning, but it has not eliminated it altogether. Let's take a look.

The Framework for Tax Reform

On September 27, President Trump released a nine-page “framework” for new tax legislation. The new target for the corporate tax is 20% instead of 15%. The “border-adjustable tax” is history.

September 2017 Investment Update

Overall, the combination of steady growth, low interest rates, and the absence of inflation concerns have provided fuel for the markets to produce strong returns.

How an HSA can Benefit Your Estate Plan

One health care arrangement soaring in popularity in recent years has been the pairing of a high-deductible health plan with an HSA, which can help you achieve your estate planning goals...

Investment Overview: 3rd Quarter 2017

Despite increasing political instability at home and rising tensions abroad, the underlying economic backdrop has largely been supportive of financial markets...

5 Steps to Retirement Planning Success

If you're part of the 50 & Over group, saving for retirement represents one of your most important financial goals. Reaching the elusive goal requires some soul searching, long term planning, and...

Target Retirement Funds Provide Hands-Off Approach to Saving

Is there an option for someone that does not want to choose their own investments, but rather has that process done for them? The answer is yes: Target Retirement Funds.

Tax basis planning worth a look if estate taxes aren’t a threat

For many people, income tax planning offers greater tax-saving opportunities than gift & estate tax planning. A record-high gift & estate tax exemption means fewer people are subject to those taxes.

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