Bolster Wealth Management with Trusts
Trusts can be a useful tool for affluent individuals and families when it comes to wealth management, protection, and growth. But there are a wide variety to choose from, so …
Considering a Roth IRA Conversion?
Investors have long grappled with the conundrum of whether to opt for a traditional or Roth IRA. One factor that might tip the scales toward a Roth is a downturn …
Have a foreign account? File an FBAR
Any U.S. person who has a financial interest in, or signature or other authority over, any foreign financial accounts must file a Report of Foreign Bank and Financial Accounts (FBAR) …
What’s your financial personality?
We all want to keep our finances on track, but doing so can be difficult without a clearly expressed plan. Everyone’s strategy doesn’t have to be complex, but it does …
No Fear of Clawback on Gift and Estate Tax
The Tax Cuts and Jobs Act temporarily doubled the federal gift and estate tax exemption through 2025. Adjusted for inflation, the exemption currently allows an individual to transfer up to …