As you transition into the New Year, take a moment to consider whether the plans you put in place for when you pass away will accomplish what is best for you and your family. Consider: Does your estate plan meet the needs of your current family situation? Do the beneficiary […]
Estate Planning
What’s less remarked upon is that estate taxes are always double taxation. Estates are built with savings that have already been taxed as income, or soon will be. Even contributions to tax-deferred retirement accounts will be subject to the heirs’ income taxes over time.The superrich can afford to give away […]