It may sound like a great idea upfront, but there are some considerations and alternatives you might want to think about first.Read More

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 ManagementRead More

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 FutureRead More

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 DailyRead More

As chaotic tax filing season has a bright side for the affluent. Published on January 24, 2022 in Financial PlanningRead More

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 DailyRead More

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.comRead More

Many involve trusts, which are used both to simplify estates after death and to avoid taxes. Published on October 20, 2021 on MarketWatch.comRead More

Generational Wealth Advisors announces a new strategic relationship with Hargrove Firm. Published on September 23, 2021Read More