5 Creative Ways to Avoid the Gift Tax (Including Paying for College)

2021-12-03T19:26:10+00:00December 15, 2021|Blog, Charitable Giving, College Planning, Taxes|

We’ve officially entered perhaps the highest spending month of the year! In fact, Christmas celebrations are expected to cost 17% more this year when compared to 2019 (you can thank COVID-19 and inflation for that lump of coal).  Despite being “the happiest time of the year,” gifters should beware of another type of Grinch, the gift tax. Giving to others doesn’t have to result in paying extra for your generosity, but how do you give [...]

The Powerful Estate Planning Checklist No New Parent Should Be Without

2021-09-01T16:41:50+00:00August 15, 2021|Blog, Estate Planning, Family Financial Information|

As you're knee-deep in nursery colors, registries, and picking out the perfect name for your new baby, your estate plan is likely at the bottom of your to-do list.  Growing families have a unique set of needs and considerations when it comes to their wealth. As strange as it may seem, having a plan for when you’re gone should be near the top of the list.  How will your money be distributed if you were [...]

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