Latest
-
This Late-in-Life Roth Conversion Opportunity Spares Your Heirs
Expensive medical care in the later stages of life is an unpleasant reality for many, but it can open a window for a Roth conversion that benefits your heirs.
-
Why You Need an Advance Directive
An advance directive defines the medical care you want if you are too ill to make decisions. Every adult needs one.
-
Asset Protection for Affluent Retirees in 2025
Putting together a team of advisers to assist with insurance, taxes and other financial issues can help with security, growth and peace of mind.
-
The Tax Stakes for 2025: Planning for All Possibilities
It's unclear whether extending the TCJA provisions for individuals is likely, so what can you do to reduce your overall tax bill either way?
-
Generational Wealth Plans Aren't Just for Rich People
Everybody needs to consider what will happen to whatever assets they have and ensure their beneficiaries aren't stuck with big tax bills.
-
To Insure or Not to Insure: Is Life Insurance Necessary?
Even if you're young and single with no dependents, you may need some life insurance. Here's how to figure out what and how much you may need.
-
What is the Gift Tax Exclusion for 2024 and 2025?
Gift Tax Knowing the annual gift tax exemption can save you time and money.
Gift Tax -
Irrevocable Trusts: So Many Options to Lower Taxes and Protect Assets
Irrevocable trusts offer nearly endless possibilities for high-net-worth individuals to reduce their estate taxes and protect their assets.
-
12 Great Places to Retire in the Midwest
places to live Here are our retirement picks in the 12 midwestern states.
places to live
