The Latest

FIVE WAYS PLANNERS CAN CREATE PREEMPTIVE VALUE FOR CLIENTS

Effective tax and estate planning is key to growing AUM when clients experience financial windfalls.
Published on Apr 20, 2022 by Jamie Hargrove in Wealth Management

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FATHER AND SON CREATE NATIONAL PLATFORM FOR ESTATE PLANNING

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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DO I NEED TO FILE A GIFT TAX RETURN?

Here’s a rundown of some of the most common scenarios involving gift tax returns.
Published on March 31, 2022 by Jamie Hargrove in Retirement Daily

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WEALTHY TAX RETURN FILER? SILVER LINING GRACES CHALLENGING IRS SEASON

This year’s chaotic tax filing season has a bright side for the affluent.
Published on January 24, 2022 on financial-planning.com

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WHY SPOUSAL LIFETIME ASSET TRUSTS AREN’T FOR EVERYONE

This year’s chaotic tax filing season has a bright side for the affluent.
Published on December 28, 2021 by Jamie Hargrove in Retirement Daily

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THE IRS CHANGES RETIREMENT PLAN LIMITS FOR 2022

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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WATCH OUT: THESE ESTATE TAX MOVES COULD BE BANNED WITHIN DAYS

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

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GENERATIONAL WEALTH ADVISORS ANNOUNCES STRATEGIC RELATIONSHIP WITH HARGROVE FIRM

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

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GOOD PEOPLE, GOOD ESTATE PLANNING OUTCOMES AND SOLUTIONS

Jamie Hargrove was interviewed for an episode of The Confident Retirement podcast.
Published on June 9, 2021

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WHAT HEALTH CARE LAW IS AND HOW TO CHOOSE A SCHOOL

Health care law addresses many types of legal controversies within the health care sector, experts say.
Published on March 14, 2020 in U.S. News

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