Tax-Proof Your Estate With the DSUE May 30, 2023 Estate Planning estate planning, financial planning At Adviser, we think the deceased spousal unused exclusion (DSUE) is one of the most important and least known financial planning tools.Read Morekeyboard_arrow_right
Guide to Charitable Remainder Trusts May 22, 2023 Estate Planning charitable giving, estate planning, financial planning, legacy planning Understanding the difference between charitable remainder unitrusts and charitable remainder annuity trusts can help your legacy.Read Morekeyboard_arrow_right
Charitable Remainder Annuity Trust vs. Charitable Remainder Unitrust May 10, 2023 Estate Planning charitable giving, estate planning, financial planning, legacy planning Understanding the difference between charitable remainder unitrusts and charitable remainder annuity trusts can help your legacy.Read Morekeyboard_arrow_right
Thinking Early About Legacy Planning May 1, 2023 Estate Planning estate planning, financial planning, legacy planning At Adviser, legacy planning begins further upstream—ideally as soon as we create your first financial plan.Read Morekeyboard_arrow_right
Tax Cuts and Jobs Act Expiration: Impact on Personal Taxes February 22, 2023 Financial Planning alternative minimum tax, estate planning, Estate tax, federal gift and estate tax exemption, gift tax, Tax Cuts and Jobs Act of 2017, tax planning, unified credit Andrew Busa looks down the road to help you prepare for the potential sunsetting of the Tax Cuts and Jobs Act of 2017 at the end of 2025.Watch Nowkeyboard_arrow_right
Family Legacy Wealth Plan: 3 Must-Have Conversations With Adult Children January 11, 2023 Estate Planning estate planning, financial planning If you’re coordinating your family legacy wealth plan, be sure to have these three conversations with your adult children.Read Morekeyboard_arrow_right
Keeping Real Estate in the Family With Qualified Personal Residence Trusts December 27, 2022 Estate Planning Andrew Busa, estate planning, real estate, trusts 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
Spousal Lifetime Access Trusts—The ‘SLAT’ Advantage December 19, 2022 Estate Planning Andrew Busa, estate planning, trusts 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
Answers to Frequently Asked Beneficiary Questions December 14, 2022 Estate Planning estate planning, financial planning 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
Wealth Management vs. Financial Planning November 8, 2022 Financial Planning estate planning, financial planning, legacy planning There’s a difference between financial planning and wealth management. Knowing this avoids financial risk, including these 4 scenarios.Read Morekeyboard_arrow_right
Charitable Giving Planning Resources in ONE Location November 2, 2022 Charitable Giving charitable giving, estate planning, financial planning, legacy planning If you’re coordinating a charitable giving plan, be sure to use our extensive donation and tax-planning resources.Read Morekeyboard_arrow_right
End-of-Year Charitable Giving and Tax Strategies October 26, 2022 Estate Planning charitable giving, estate planning, financial planning, legacy planning 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