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Jul 15, 2024

Family Gifting Strategies

Awareness of gift tax rules is imperative when structuring a strategy. Whether gifting to adult family members or children, there are many ways to find a balanced approach to transferring assets.

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Nov 6, 2023

Pros & Cons: Co-Ownership of your Home

Given the number of cons, seeking alternative methods to transfer a home to beneficiaries efficiently is suggested. If probate avoidance is a goal, a revocable trust or a transfer on death deed should be considered.

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Nov 8, 2021

It's Gifting Season!

Whether you gift your time, drop cash in the Salvation Army bucket, or make larger donations to charity via appreciated securities, every ounce of your giving helps fund a greater cause.

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Sep 21, 2021

Wealth Transfer Strategies

Invariably, the end goal is to lower the overall value of your estate to limit your estate tax liability. There are several ways in which to reduce your taxable estate.

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May 1, 2020

New Tax Incentives for Giving to Your Favorite Charity - Your Questions

Did you know the CARES Act includes favorable tax benefits for cash gifts made to qualifying charitable organizations this year?

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