Certified Public Accountants + Advisors
Payable-on-death (POD) accounts can provide a quick, simple, and inexpensive way to transfer assets outside of probate. They can be used for bank or credit union accounts, certificates of deposit, …
With the federal gift and estate tax exemption at $13.61 million for 2024, far fewer families currently are affected by the estate tax. However, life insurance remains a powerful tool to …
Whether you’re in the process of making a retirement or estate plan or intend to donate property to charity, you’ll need to know the value of your assets. For many …
Traditional and Roth IRAs can be relatively “safe” retirement-saving vehicles, though, depending on what they’re invested in, they limit your investment choices. For more flexibility in investment choices (but also …
As a result of the current estate tax exemption amount ($12.92 million in 2023), fewer people are concerned with the federal estate tax. Before 2011, a much smaller dollar amount …