New Video! What led us to form our strategic partnership with Eckhoff and Company, CPAs and Advisors. Learn More

Wealth Management News & Resources

Have You Properly Substantiated Your 2018 Charitable Gifts?

Have You Properly Substantiated Your 2018 Charitable Gifts?


Donating to charity is a key estate planning strategy for many people. It reduces the size of your taxable estate and it can help you leave a lasting legacy with organizations you care about.

The benefit of making such gifts during life rather than at death is that you may be eligible for an income tax deduction.

Read More
Building an On-Off Switch into Your Estate Plan

Building an On-Off Switch into Your Estate Plan


The right estate planning strategy for you likely is the one that will produce the greatest tax savings for your family. Unfortunately, there can be tension between strategies that save estate tax and ones that save income tax. This is especially true now that the Tax Cuts and Jobs Act nearly doubled the gift and estate tax exemption — but only temporarily.

Read More
Hastily Choosing an Executor Can Lead to Problems After Your Death

Hastily Choosing an Executor Can Lead to Problems After Your Death


Choosing the right executor — sometimes known as a “personal representative” — is critical to the smooth administration of an estate. Yet many people treat this decision as an afterthought. Given an executor’s many responsibilities and complex tasks, it pays to put some thought into the selection.

Read More
An ESOP Can Benefit a Business Owner’s Retirement and Estate Plans

An ESOP Can Benefit a Business Owner’s Retirement and Estate Plans


Employee stock ownership plans (ESOPs) offer closely held business owners an exit strategy and a tax-efficient technique for sharing equity with employees. But did you know that an ESOP can be a powerful estate planning tool? It can help you address several planning challenges, including lack of liquidity and the need to provide for children outside the business.

Read More
When a Spouse Unexpectedly Dies

When a Spouse Unexpectedly Dies


What if the unthinkable happens and your spouse dies unexpectedly? Would you be prepared to cope emotionally and financially? It’s a conversation no one wants to have, but an important one to be prepared for. As the surviving spouse, you’ll face several tasks and challenges.

Read More

Subscribe to Our Wealth Management News Summary

Receive our occasional newsletter, and unsubscribe any time.