Here’s a look at how the ultra rich pass on their wealth tax free to their heirs — and what you can learn from them. Published on May 25, 2023 on GoBankingRates.com with Erica Ellis quoted
Deathbed gifts can actually result in a bigger tax burden for heirs, which is why deathbed estate transfers may not be the best way to protect wealth. Published on January 26, 2023 by Jamie Hargrove in Financial Planning
Watch a replay of a continuing education event for financial advisors about the benefits and drawbacks of spousal lifetime access trusts (SLATs). Published on January 5, 2023
Economic predictions and legal industry insights for the coming year from Jamie Hargrove were featured in the 2023 Kentucky Economic Outlook by The Lane Report. Published on January 3, 2023
Is your child headed to campus this fall? Our nationally recognized expert shares important legal and tax matters to keep in mind before moving day. Published on August 4, 2022 by Jamie Hargrove in The Street
Built upon nearly four decades of Jamie Hargrove’s estate planning experience, the Hargrove Firm Trust & Estate Litigation Group launches under new partner Megan Holt Published on July 14, 2022
It may sound like a great idea upfront, but there are some considerations and alternatives you might want to think about first. Published on June 27, 2022 by Jamie Hargrove in The Street
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
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
The gift and estate tax exemption may soon decrease, but pouring assets into a spousal lifetime access trust may not be a blanket remedy. Here’s why. Published on December 28, 2021 by Jamie Hargrove in Retirement Daily
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
