Tag archive: tax

Achieving a Better Life Experience ABLE Accounts

An ABLE account is a tax advantaged savings account for individuals with disabilities, which can be used for disability-related expenses on behalf of the designated beneficiary. Although contributions are not tax-deductible, these accounts have several benefits…

Back To The Basics/Recap – Do I Need An Estate Plan?

Hello loyal readers! We are a little over half-way through the first year of our Wealth Planning Blog now, and with the close of the summer quickly approaching, kids going back to school, and life going back to “normal,” we thought it might be a good time to go back to the basics and discuss…

Charitable, Religious and Legacy Bequests

As we progress throughout our lives, we seek meaning in our family, social, religious and work relationships. “The future must be seen in terms of what a person can do to contribute something, to make something better, to make it go where he believes with all his being it ought to go.” – Frederick R….

What You Don’t Know Can Hurt You

So I’m an estate planner …well … what’s that mean? That’s a question I get all the time, whether by a prospective client or a neighbor or somebody sitting next to me at the bar.  My answer: I make things easier for families during the worst possible situations.  Whether that is a result of a…

Something Old, Something New

Over the years, estate and gift taxation has often been a see-saw of policy and tax rate changes. As administrations come and go, it seems so do the tax rates on estates and gifts. From 1 million to 5 million to unlimited millions, the administrations lead our planning to be based on a “best guess”…

Trouble in Transition

“Life is pleasant. Death is peaceful. It’s the transition that is troublesome” By Isaac Asimov, American science fiction novelist and scholar Though it may not be exactly what Isaac Asimov meant, I couldn’t help but think about his quote this past week as my family faced the unexpected and WAY too soon passing of one…

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