Given the current COVID-19 pandemic, it may seem like an odd time to talk about wealth transfer planning. Nevertheless, for those with large enough estates to be concerned about estate taxes, the pandemic, along with the current beneficial U.S. transfer tax laws, have created a favorable estate tax planning environment. This environment enhances the benefits of many estate planning strategies, which could translate into substantial..
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In unpredictable times—like what we are experiencing now—an immediate concern of many is the financial security of their family. As a father of three young girls, I have thought a lot about being able to provide financially for my family, and I know many of our clients have similar worries. But, it doesn’t always have to be about families; in fact, it usually has to start with the individual who wants to experience financial..
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For those nearing retirement, taking the right planning steps is even more important given the narrowing time frame to retirement. This current year brings forth planning opportunities which can help you achieve your retirement goals that may not be available next year since there may be an increase in the income tax rates,..
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