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It may sound like a great idea upfront, but there are some considerations and alternatives you might want to think about first.
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It may sound like a great idea upfront, but there are some considerations and alternatives you might want to think about first.
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Effective tax and estate planning is key to growing AUM when clients experience financial windfalls. Published on April 20, 2022 by Jamie Hargrove in Wealth Management
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NetLaw is a law technology company that came from a need to innovate around the delivery of estate planning legal services. Published on April 18, 2022 in Louisville Future
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Does the IRS need to be in the loop on a gift you’ve made? Perhaps. Published on March 31, 2022 by Jamie Hargrove in Retirement Daily
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As chaotic tax filing season has a bright side for the affluent. Published on January 24, 2022 in Financial Planning
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The gift and estate tax exemption may soon decrease, but pouring assets into a spousal lifetime asset trust may not be a blanket remedy. Here’s why. Published on December 28, 2021 by Jamie Hargrove in Retirement Daily
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While the 401(k) contribution cap and IRA income phase-out increases won’t affect everyone, others may see a change. Here’s what you need to know. Published on November 23, 2021 on Experian.com
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Many involve trusts, which are used both to simplify estates after death and to avoid taxes. Published on October 20, 2021 on MarketWatch.com
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