Taxes

Protect assets, retain access with a Spousal Lifetime Access Trust

March 22, 2019

A Spousal Lifetime Access Trust (SLAT) is an estate planning tool that can be used to lock in the current…

March 20, 2019

For a limited time, investors can help reinvigorate distressed communities while deferring capital gains on profits earned elsewhere. The 2017…

January 30, 2019

Generally, people don’t think about a Health Savings Account (HSA) as a savings account. The HSA was intended to be…

January 25, 2019

The tax law signed in 2017 doubled the federal estate tax exemption, meaning the vast majority of estates won’t have…

January 9, 2019

Following the Tax Cuts and Jobs Act (TCJA), many taxpayers are concerned about losing tax breaks for charitable contributions. Under…

November 28, 2018

Employee retirement savings plans come in two main types: the traditional 401(k) and the Roth 401(k). The benefit of a…