The Latest

COLLEGE GUIDE: TAX AND LEGAL MATTERS EVERY PARENT SHOULD KNOW

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

Read More

HARGROVE FIRM TRUST & ESTATE LITIGATION GROUP LAUNCHES UNDER NEW PARTNER MEGAN HOLT

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

Read More

SHOULD I TRANSFER COMPANY STOCK TO MY KIDS?

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

Read More

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 April 20, 2022 by Jamie Hargrove in Wealth Management

Read More

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

Read More

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

Read More

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

Read More

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

Read More

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

Read More

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

Read More

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

Read More

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

Read More

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

Read More