Insights

5 Paths To Lower Investment Taxes

When it comes to investing, there are numerous elements beyond your control: geopolitical conflict, currency fluctuations, and government policy – just to name a few. Rather than worrying about these external factors, focus your energy on those things you can control, such as proper diversification,......

How To Lower Your State Tax Liabilities With A Trust

State Tax Planning Nationwide tax policy might garner the most media attention, but state tax liabilities should never be ignored. By concentrating solely on federal taxes, you risk missing out on opportunities to reduce your state tax burden. A trust can be a particularly useful......

It’s Time to Rethink Your Credit Shelter Trust

To minimize estate taxes, it’s crucial that you keep your estate planning up to date. If you established a credit shelter trust, bypass trust, or AB trust before 2011, it’s time to take a second look. Changes in the law have likely rendered much of......

Skip The Estate Tax With The 2016 Gift Tax Exclusion

The gift tax exclusion can be used to avoid taxes on your estate, but taking advantage of it requires careful planning. Here’s what you need to know in order to benefit from the gift tax exclusion this year: Only those individuals leaving behind an estate......

Smart Tax Strategies For Your Estate Plan

When it comes to taxes, a little planning goes a long way. Here are some of the best strategies available today for minimizing gift and estate taxes: Maintain Family Assets A family limited partnership (FLP) allows you to manage and control family assets in a......

Why You Must Take Charge of Your Estate Planning

A cautionary tale that reminds us of the importance of establishing and maintaining a comprehensive estate plan. Danny and Manny – two visionary brothers – opened a small electronics store just as personal computers were starting to really take off in the early 1980s. Convinced......