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…

March 20, 2019

For a limited time, investors can help reinvigorate distressed communities while deferring capital gains on…

January 30, 2019

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

January 25, 2019

The tax law signed in 2017 doubled the federal estate tax exemption, meaning the vast…

January 9, 2019

Following the Tax Cuts and Jobs Act (TCJA), many taxpayers are concerned about losing tax…

November 28, 2018

Employee retirement savings plans come in two main types: the traditional 401(k) and the Roth…