With your goals and risk tolerance as guides, you can identify the right combination of asset classes to create a portfolio that fits your objectives.Read More
Now that Republicans control the White House and Congress, we could see the first significant tax reform in 30 years. But what might such reform include?
By not clearly detailing their intentions or preparing their children to receive the family's wealth, parents risk outcomes that will meaningfully erode the value of their estate.
U.S. residents married to non-U.S. citizens cannot automatically take advantage of the unlimited estate and gift tax exemption. Advanced planning strategies, including the use of QDOTs, exemption trusts and ILITs, can help by protecting assets from estate taxation at the U.S. citizen spouse's death.
Company Honored with 100% Score for Tenth Consecutive Year
Chuck Long in Peak Magazine says good communications is key to successful wealth transfer from one generation to the next.
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