Estate Planning for Same-Sex Couples

Same-sex couples have the same tax benefits and protections that are available to heterosexual couples. Same-sex couples who are married or plan to marry should review their estate plan.  Transfers … Continue Reading →

Roth IRA Conversion

A Roth IRA can offer significant benefits, such as tax-free growth of assets, tax free distributions, and no required minimum distributions during the original account holder’s lifetime.  There is no … Continue Reading →

Major Gift Planning

Gifting techniques that take advantage of still very low interest rates are still attractive and should be considered as they can produce highly advantageous results for your family.  Techniques such … Continue Reading →

Charitable Gift Giving

Consider gifts of appreciated stock to satisfy your charitable giving.  The charity pays no capital gains tax on the sale of the stock as you would, essentially allowing you to … Continue Reading →