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How grantor trusts (and alternatives) aid estate planning

How grantor trusts (and alternatives) aid estate planning

Grantor trusts have long been a valuable estate planning tool because they allow affluent individuals to separate assets for estate and income tax purposes. But a recent legislative proposal would have radically changed how these trusts could be used, effectively eliminating their tax shelter benefi...
5 minutes read
Don’t Let Age Guide Your Retirement Planning

Don’t Let Age Guide Your Retirement Planning

There are many rules of thumb in the world of personal financial planning, particularly when it comes to retirement planning. Some common “rules” are to be more conservative with your money as you get older, or that the percentage of bonds in your portfolio should be equal to your age. These rules m...
4 minutes read
IRA Changes: How New Legislation Could Impact Affluent Individuals

IRA Changes: How New Legislation Could Impact Affluent Individuals

Major changes could be coming for IRAs if proposed legislation becomes law. A new bill currently making its way through the federal legislature would not only increase the top marginal tax rate, but would change the rules around IRAs, including prohibiting Roth IRA conversions for individuals over a...
5 minutes read
10 Tax Proposals that Could Impact Affluent Families

10 Tax Proposals that Could Impact Affluent Families

On the campaign trail and now in office, President Biden has promised to enact new tax legislation aimed at making sure wealthy Americans “pay their fair share.” To that end, a number of legislative proposals are currently working their way through the House Ways and Means Committee. Those proposa...
5 minutes read
Insurance Insights: Using life insurance to transfer wealth

Insurance Insights: Using life insurance to transfer wealth

Good estate planning answers three key questions: Where does your stuff go? Who is in charge? And what are the rules? Life insurance can be one of the most tax-efficient ways to answer these questions because it can limit tax exposure while protecting and facilitating generational wealth. Here’s a l...
6 minutes read
10 Interview Questions to Ask Your Financial Advisor

10 Interview Questions to Ask Your Financial Advisor

Ask the Right Questions Not all financial advisors are the same. Asking the right questions can help you find the right advisor for your specific goals. However, you may not be aware of what questions to ask or even what a good answer would be. You may find this concise s...
4 minutes read
Inflation: Responding Appropriately with Flexibility and Discipline

Inflation: Responding Appropriately with Flexibility and Discipline

Inflation is a hot topic these days with many experts and financial institutions offering predictions about the short- and long-term outlook. The truth is, no one can tell the future, and trying to guess our way around what will or will not happen is poor financial planning. Instead, let us take an...
4 minutes read
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