Tax Implications for Widows and Widowers
The loss of a spouse has been described to me by clients as “all-encompassing grief” and “an indescribable emotional, physical, and mental fatigue.” For those who have experienced a significant loss recently, the burden of financial decision-making may feel like a weight added to an already heavy load.
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An LGBTQ+ Couple’s Guide to Tax, Estate, and Legacy Planning
Tax, estate, and legacy planning for the LGBTQ+ community can be complex, regardless of whether you decide marriage is right for you. But with the right knowledge and guidance, you can navigate these challenges successfully. By staying informed, working with experienced professionals, and proactively planning for your future, you can protect your assets, safeguard your loved ones, and ensure your wishes are respected.
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Should We Get Married? An LGBTQ+ Couple’s Comprehensive Guide to Tax Planning
While filing jointly can bring significant financial advantages, it's a path that demands careful navigation. This post pulls back the curtain on the key tax benefits, potential pitfalls, and strategies LGBTQ+ couples should understand. From maximizing credits to mitigating marriage penalties, informed decision-making is the key to optimizing your financial future as a couple considering marriage.
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Tax Drag: Picking Up Nickles
“Picking up nickels in front of a steamroller” is an old saying in the investment world to describe a strategy that has small, positive, and fairly regular returns, with the occasional huge risk that can wipe you out. Tax planning around your investments gets half of the saying right, in that tax planning is like picking up nickels, which can generate small, positive, and fairly regular returns – if you do it right.
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The Top Three Things We Have Learned About The New Tax Law
For the last two months, our Private Client Group has been focused on year-end tax planning. Our team has performed dozens of tax projections and has found several items about the new tax law that don’t seem to be getting much attention.
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Five Things Your Financial Advisor Should Be Doing
There are a good number of articles on the internet about how to choose a financial advisor. I thought I would write one on what you should expect from your advisor if you already have one. We believe there are some key areas that all comprehensive advisors should be monitoring for their clients.
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