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Category: Estate Planning

Blog / Estate Planning / Expenses / Financial Planning / Real Estate / Tax

Consider Taxes Before Moving Out of State

With so many people working remotely these days, it’s become common to think about moving to another state — perhaps for better weather or to be closer to family. Many …

health saving account
Blog / Estate Planning / Financial Planning / Tax

The “Hidden” Advantage of HSAs

A Health Savings Account (HSA) coupled with a high-deductible health plan can be a powerful tool for funding medical expenses on a tax-advantaged basis. For 2020, individuals with self-only coverage …

Family generations
Blog / Estate Planning / Tax / Wealth Management

AMTs May Still Bite for Some Filers

For many years, the alternative minimum tax (AMT) posed a risk to many taxpayers in the middle- to upper-income brackets. The Tax Cuts and Jobs Act (TCJA) took much of …

Blog / Estate Planning / Financial Planning / Tax

Life Insurance Loans Risks vs. Benefits

Because of the economic downturn triggered by the COVID-19 crisis, many people have found themselves in need of cash to pay unexpected medical bills, mortgage payments, and other expenses. One …

Disaster Preparedness
Blog / Estate Planning

Disaster Preparation Information Checklist

When you read the phrase “disaster prep,” you may envision bottled water and boarded-up windows. But information is also a critical asset to have following a natural or manmade catastrophe. …

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