Wealth Transfer Planning 5 of 6
In wealth transfer planning, we often think of how we want to distribute our assets upon death. But what is sometimes
Wealth Transfer Planning 4 of 6
It’s very common to see an estate plan that says “leave all my money to my spouse and then my kids equally.” We call
Wealth Transfer Planning 3 of 6
Proactive wealth transfer planning is about control and leverage. We believe that a successful estate distribution
Wealth Transfer Planning 2 of 6
Uncle Sam is probably an heir of your estate, whether you know it or not. The common misconception is that “my heirs won’t
Wealth Transfer Planning 1 of 6
In our business of comprehensive financial planning, “wealth transfer,” “estate planning,” “legacy planning” are all
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CASE STUDY: Proactive Tax Planning Strategies
Over the course of the last couple weeks, we have shared several proactive tax planning strategies that one
3 Ways Charitable Remainder Trusts Provide Tax Advantages
A charitable remainder trust can serve many purposes in one’s financial plan. Clearly, you have
5 Tax-Minded Reasons to Have Life Insurance
We offer proactive tax planning advice in an effort to accomplish two things: reduce your taxes while you are
One Roth IRA Workaround for High-Income Earners
If you understand the concept of compounding interest and believe your money will grow over time, then
8 Reasons to Convert to a Roth IRA
No one wants to pay more than his or her fair share in taxes. Nor should you pay income taxes on money you’re not
The Concept of the Four Tax Buckets
No one wants to pay more than his or her fair share in taxes. Yet few have a good understanding of how their
