Estate Tax Planning Tips for Married Couples
For married people with large estates, the Tax Cuts and Jobs Act (TCJA) brings welcome relief from federal estate and gift taxes, as well as the generation-skipping transfer (GST) tax. […]
Make a Plan to Safely Store Estate Planning Documents
It’s important to create an estate plan so your loved ones will know your wishes regarding your wealth and other issues. The first step is to work with your advisors […]
Recession Fears and Realities
Last August, the highly respected Conference Board, which compiles the Leading Economic Index, believed the U.S. economy would not expand in the third quarter of 2022 and “could tip into […]
7 Steps to Get Your Affairs in Order
While many find it anxiety-provoking to think about, creating a legally binding plan to distribute your assets after your death ultimately provides you with peace of mind. You can rest […]
