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Insights

SLATs: A Marriage of Tax Benefits and Flexibility

September 27, 2024
An irrevocable trust can be a powerful estate planning tool, allowing households to reduce estate tax liabilities, shelter assets...
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The Dec. 31 Deadline for RMDs: What You Need to Know

September 27, 2024
With the end of the year approaching, it’s time to make sure you’ve taken, or have a plan to...
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GRATs: Understanding a Popular Estate Planning Strategy

September 3, 2024
For wealthy families, asset growth can be expensive: Every dollar of appreciation above the estate-tax exemption limit ($13,610,000 per...
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Charitable Giving Strategies: Preserving Wealth While Making a Difference

September 2, 2024
Members of high-net-worth households frequently have complex planning goals. Making an impact through philanthropy is often a high priority....
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Choosing a Guardian and Trustee

August 30, 2024
When planning for your family’s future, two critical decisions include choosing a guardian for your children should something happen...
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Financial Strategies for Life-Changing Events

August 30, 2024
Life can throw us curveballs when we least expect it. You may have experienced a divorce, loss of a...
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Make the Most of Your Retirement Plan Contributions

August 26, 2024
You may want to consider creating a strategy for maximizing retirement plan contributions. The IRS has upped the amount...
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IDGTs: A Versatile Estate Planning Tool

August 1, 2024
Read time: 4 minutes Irrevocable trusts are great tools for estate planning. They can help grantors reduce the...
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The Importance of Estate Planning for Business Owners

July 31, 2024
Read time: 5 minutes Estate planning is crucial for individuals: It can help ensure their assets are distributed...
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Simplifying the Retirement Plan Tax Credit for Start-Ups

July 7, 2024
For start-up small businesses, establishing a retirement plan can be costly as well as demand substantial resources and time....
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Transfer Wealth Before Lifetime Exemption Expires in Two Years

July 6, 2024
Read time: 5 minutes When it comes to the tax-free transfer of wealth, we’re living in a golden...
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Should You Roll Over an IRA to an HSA?

July 5, 2024
Read time: 5 minutes For many people, health savings accounts (HSAs) provide an affordable way to pay for...
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Podcasts

Your Life Simplified

We can help you take the complex and make it simple. Our podcast hosts Mike and Valerie share need-to-know insights about finances and wealth.

LATEST EPISODES

#149

Mitigating Concentration Risk

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December 12, 2024
#148

Fixed Income Explained

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November 14, 2024
#147

Scary Financial Mistakes to Avoid

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October 31, 2024
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