Category: Estate Planning

13 Sep

Blog, Estate Planning, Financial Planning, Tax Planning

Financial Advisors Can Minimize Your Heirs’ Tax Burden

November 20, 2024
By Zack Armstrong

Estate planning can be daunting, but it's one of the most crucial steps you can take to ensure your legacy continues as you intend. ...

24 Jun

Blog, Estate Planning, Tax Management

Maximize Annual Gift Tax Exclusions to Lower Your Taxable Estate

November 20, 2024
By Zack Armstrong

Estate planning is an essential aspect of financial management that ensures your legacy is protected and passed on to your beneficiarie...

30 Mar

Blog, Estate Planning, Investment Ideas, Tax Management

Windfall Wisdom: Strategies for Minimizing Tax Burden on Large Inheritances

July 14, 2024
By Zack Armstrong

Inheriting a significant amount of money can provide financial security and open new opportunities. It also has potential tax implicati...

29 Feb

Blog, Estate Planning, Investment Ideas

The Pros and Cons of Restricted Stock Units

July 14, 2024
By Zack Armstrong

In the realm of employee compensation, Restricted Stock Units (RSUs) have become increasingly popular. These equity awards are often of...

14 Dec

Blog, Estate Planning, Financial Planning

The Benefit of Retaining a Financial Advisor for Estate Planning, Who is a CFA® and a CPA

September 13, 2024
By Zack Armstrong

Estate planning is a critical aspect of financial management that often gets overlooked until it's too late. It involves deciding how y...

10 Jun

Blog, Estate Planning

5 Common Misconceptions About Estate Planning

July 14, 2024
By Natalya Lainhart

A well-crafted estate plan is essential to secure your financial legacy and protect the future of those you love. Yet, 60% of Americans...

25 Apr

Blog, Estate Planning, Financial Planning, Investment Ideas, Investment Philosophy, Tax Management, Tax Planning

The Importance of a Personal Financial Roadmap

July 14, 2024
By Natalya Lainhart

Good planning is required for your financial journey. It’s unlikely to be smooth without unexpected events requiring a change in plans....

23 Mar

Blog, Estate Planning, Retirement Planning

The Different Stages of Estate Planning

July 14, 2024
By Natalya Lainhart

On our list of things we love to avoid, estate planning is one of the most prominent. Who wants to confront their mortality, especia...

22 Jun

Estate Planning, Tax Management

Tax and Estate Planning for LGBTQ+ Married Couples

February 20, 2023
By Zack Armstrong

In this age of marriage equality, there are new possibilities. Provided by Zachary H. Armstrong, CFA The 2015 Obergefell v. H...