Although the end of the year can be a hectic time, it’s also the deadline for your family to implement a number of key tax-saving strategies. By taking action now,…
Trusts & Taxes -What You Need To Know
People often come to us curious — or confused — about the role trusts play in saving on taxes . Given how frequently this issue comes up, here we’re going…
7 Last-Minute Moves To Save On Your Income Taxes for 2021
Although many strategies to save on your income taxes must be locked in before the end of the year, there are still numerous ways you can reduce your tax bill…
putting your home in a trust
Why Putting Your Family Home In A Trust Is A Smart Move—Part 2
If you are like many homeowners, your home is likely your family’s most valuable and treasured asset. In light of this, you want to plan wisely to ensure your home…
House Democrats Propose Sweeping New Changes To Tax Laws That Stand To Have Major Impact On Estate Planning—Part 1
On September 13, 2021, Democrats in the House of Representatives released a new $3.5 trillion proposed spending plan that includes a wide array of changes to federal tax laws. Specifically,…
6 Ways The American Rescue Plan Can Boost Your Family ’s Finances—Part 2
Last week in part one of this series, we outlined three of the American Rescue Plan's most important elements for your family 's finances. Here in part two, we’ll break…
6 Ways The American Rescue Plan Can Boost Your Family’s Finances – Part 1
Signed into law on March 11th, President Biden’s $1.9 trillion American Rescue Plan Act of 2021 is the largest direct-to-taxpayer stimulus legislation ever passed, and it came just in time…