Refreshing Your Estate Plan
Estate planning is not a “one and done” endeavor. Make sure to periodically review your estate plan and make adjustments as circumstances evolve over time.
A Contrarian View
Has the time come to reconsider traditional IRA and 401(k) contributions?
Right Sourcing Charitable Donations
While qualified charitable distributions (QCDs) from an IRA are a popular technique to unlock tax savings when giving to charity, in many cases it can be more tax efficient to give appreciated securities. Learn about the pros and cons of both approaches to help optimize philanthropic strategies.
Stepping Up at Death
The step-up in cost basis at death is an important consideration in any estate plan.
Pass It Down Early
If you are concerned about the “Prince Charles Effect” (adult children coming into their inheritance too late in life to really enjoy it), earlier lifetime gifting may be the solution.