Keeping You Informed 

This article will explain what wills are and share some benefits of creating a will in honor of National "Make a Will" Month.

A look at the history of estate taxes, how they have changed over time, and will continue to change in the future. Is your estate prepared for the changes with estate tax?

Are you thinking about your taxes and financial strategies for 2026? If not, you should be. In 2026, a number of tax adjustments that were enacted as part of the 2017 Tax Cuts and Jobs Act (TCJA) are anticipated to expire. For affluent couples, the most consequential change is likely to be a substantial reduction in the estate tax exemption. Presently, the exemption stands at $12.92 million per person or $25.84 million per couple as of 2023.1 However, based on current legislation, these higher exemption amounts will revert to the 2010 level of $5 million, adjusted for inflation, which equates to roughly $6.4 million per person, or $12.8 million per married couple in 2026, representing nearly half of its present value. For estates exceeding these exemption amounts, the federal tax rate will be set at 40%, in addition to state death taxes where applicable

This blog will provide helpful information about what estate planning might look like for blended families.

This blog is about the 4% rule, including what it is and whether it's a good strategy for retirement income planning.

This blog will explain what Spousal Lifetime Access Trusts (SLATs) are and who they might be good for.

This article provides high-level details about what a 1031 Exchange is and when a person should consider one for their investment and real estate strategies.

Retiring early to become a full-time caregiver is a huge life milestone and requires careful planning. Read more here.

Let your clients and contacts know about what a big job retirement strategy represents, and what a help you will be in setting it into motion. Factoring in longevity is a big part of that.

Help your clients and contacts to understand the whens and wherefores of adjusting their retirement strategies with our new article.