Tax Efficient Gifting for The Holidays

By |2023-12-14T10:22:36-06:00December 15th, 2023|Blog, Estate Planning, Tips|

Tax efficient gifting is the way to go this holiday season! As the holiday season approaches, many of us think about giving back, especially through gifts from our estate. While it's a season of generosity and gratitude, it's also an ideal time to consider how to make your gifting tax-efficient. This post will guide [...]

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4 Things To Do When You Inherit an IRA

By |2023-04-13T10:27:25-05:00April 14th, 2023|Blog, Estate Planning, Tips|

What to do with an inherited IRA can seem overwhelming at first, but inheriting an IRA can be a significant financial asset. It's important to understand the options available to you and how to make the most of the money you've inherited. If you've inherited an individual retirement account, there are many planning decisions [...]

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