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Most of us who are looking to create a legacy have the same basic goal: transfer as much money as possible to the next generation without too many headaches or delays. What sort of headaches or [...]

When you think about retirement planning, what generally comes to mind? Funding your 401(k), IRA, or other tax-deferred retirement account is probably high on the list. We like the idea of saving [...]

The other day, a client walked into our office looking for something a bit different than what you might expect. He wasn’t worried about providing for heirs. He wanted to fulfill a philanthropic [...]

For some of our clients, investing in the stock market isn’t just a financial planning strategy. It’s a way of life. They enjoy investing, and they don’t want to give it up just because most [...]

Have you been contributing to an IRA or 401(k) for most of your working life? Many of us do this in an effort to reduce our taxable income and receive tax-deferred growth. We often refer to these [...]

If there’s anyone who should believe in repealing the estate tax, it’s one of America’s wealthiest individuals. Donald Trump, the new president-elect of the United States, is definitely one of [...]

We had a client come in recently whose estate was the exact opposite of liquid. It was very valuable — but it wasn’t in cash. His estate’s value came from his real estate empire. It was [...]

Most clients seeking estate tax planning are not merely aiming to leave a few thousand dollars for their heirs—they aspire to build a lasting legacy. A major obstacle to this goal is the [...]