Tips for Navigating Your New Financial Future No one walks down the aisle anticipating a future divorce, yet divorce is a common occurrence in the United States. Whether you are gearing up to file a petition for divorce, are in the raw and overwhelming trenches of the...
In our recent article “Use It or (Likely) Lose It – Federal Estate Tax Exemption Uncertainty,” we described the need to utilize your federal estate tax exemption. The exemption is currently set to drop at the end of 2025, but a political change in administration this...
Even Benevolence Requires Timely Attention and Documentation Most charitable gifts are made in cash. It is easy to make a gift in cash, it is easy for the receiving charity to accept and use the gift, and the value of the gift for income tax deduction purposes is...
Suppose you were building an investment portfolio from scratch. What should you buy? The choice is always tough, but it seems especially tough today. Consider five major asset classes. First, there are U.S. large-company stocks—this year’s market heroes. We have an...
Federal Estate Tax Exemption Uncertainty Mötely Crüe was probably not referring to the federal estate tax exemption in their song “Use It or Lose It,” but it could serve as an anthem right now for estate tax planning. The federal estate tax exemption, the amount of...
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