Article Family Legacy Wealth Plan: 3 Must-Have Conversations With Adult Children January 11, 2023 If you’re coordinating your family legacy wealth plan, be sure to have these three conversations with your adult children.Read Morekeyboard_arrow_right
Article Secure Act 2.0 and Your Retirement By Andrew Busa — January 3, 2023 Three years after the Secure Act introduced major updates to the U.S. retirement system, modifications are on the way in Secure 2.0.Read Morekeyboard_arrow_right
Article Keeping Real Estate in the Family With Qualified Personal Residence Trusts By Andrew Busa — December 27, 2022 A qualified personal residence trust (QPRT) is an irrevocable trust that allows you to pass a home to the next generation in a tax-friendly manner during your lifetime.Read Morekeyboard_arrow_right
Article Spousal Lifetime Access Trusts—The ‘SLAT’ Advantage By Andrew Busa — December 19, 2022 2022 is winding down. It’s time to cross these financial planning and tax items off your list before the calendar flips.Read Morekeyboard_arrow_right
Article Answers to Frequently Asked Beneficiary Questions December 14, 2022 Get answers to: Can an executor withhold money from a beneficiary, and how long does the executor have to pay the beneficiaries?Read Morekeyboard_arrow_right
Article Advanced Strategies for Family Gifting and Lending November 7, 2022 Gifting money to your loved ones can be an excellent way to set them up for financial success. Now’s the time to plan.Read Morekeyboard_arrow_right
Article End-of-Year Charitable Giving and Tax Strategies October 26, 2022 To make a bigger impact with your donations, read our end-of-year charitable giving planning and tax strategies blog post.Read Morekeyboard_arrow_right
Article What’s the State of Your Estate Plan? By Diana Linn — October 24, 2022 Even if you are young and single, putting an estate plan in place is a smart move now.Read Morekeyboard_arrow_right
Article Estate Legacy Planning Resources & Strategies October 19, 2022 Find critical estate legacy planning resources and strategies. Read our post for the latest wealth transfer advice, including understanding common misconceptions.Read Morekeyboard_arrow_right
Article The IRS, RMDs and IRAs—Here’s the Latest By Andrew Busa — October 17, 2022 The IRS recently released guidance indicating it will delay penalizing taxpayers for failing to take distributions in 2021 and 2022.Read Morekeyboard_arrow_right