Insights and resources to support your family – today, tomorrow and for generations to come.
How is your Real Estate Titled?
Author: Reema Bounajem, JD Major life events, such as marriage, the birth of a child, or divorce, can be good opportunities to review how your real estate is titled. A real estate deed identifies who owns the real estate, and when there are multiple owners, what type...
Spousal Lifetime Access Trust (SLAT)
Since the 2017 Tax Cuts and Jobs Act, the lifetime estate and gift tax exemption has been historically high - $12.92 million for...
What is an In-Service Rollover and Should I Consider it?
Employer Retirement Plans can be excellent vehicles to help save for retirement. Money is typically invested on a pre-tax basis and then...
Giving Tools
As we move into the last quarter of 2023 and the season of giving, it seems a good time to discuss charitable giving. Long-term giving...
Estate Planning with Cryptocurrency & NFT’s
You have probably heard the terms “Bitcoin”, “Dogecoin” or maybe even “Ethereum” even if you do not own any of these assets yourself. All...
Accelerated Retirements, Looking at the Options
“Accelerated retirements,” are on the rise and have caused a major shift to the long-running trend of working beyond 65. One reason for...
Reducing Taxable Income
As Congress continues to debate tax proposals within the Build Back Better bill, many high-net-worth individuals have questions about how...
Can I Still Fund a Backdoor Roth IRA?
One proposed piece of the Build Back Better legislation, which failed to pass in the Senate in 2021, is closing the financial planning...
3 Ways to Maximize Your Charitable Giving in 2022
Now is the perfect time to consider your charitable giving for 2022. Getting started now gives you plenty of time to thoughtfully consider...
To Spring or Not to Spring, That is the Question.
A key issue in preparing a Power of Attorney, or “POA,” is determining whether it will become effective 1) immediately or 2) only if you...
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