Tax & Advanced Planning

Many topics fall under the category of Advanced Estate Planning. Usually Advanced Estate Planning is synonymous with reducing the Federal Estate Tax. An overview of some estate tax planning approaches is below: Estate Taxes Minimization Tools The Federal Estate Tax Exemption amount is the amount an estate can pass free of taxes. The current Federal…

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Is Your Retirement Plan Prepared with Taxes in Mind?

happy couple because they planned well for retirement with taxes in mind

Don’t assume that when you retire your tax liability automatically shrinks. You should start planning tax-efficient strategies now to ease your future tax burden in retirement. Taxes are one of the most overlooked challenges of retirement finances. We typically think about outliving our assets, the high cost of health insurance and nursing home care or…

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