By now, you have heard that the estate tax exemption doubled from about $5 million per individual ($10 million or so per couple) in 2017 to $11.2 million per individual in 2018, and now $11.4 million in 2019 (or $22.8 million per couple). Time to get rid of the all the plans you have to… Read more »
Tag: estate planning
6 Estate Planning Secrets the Government Doesn’t Want You to Know
“Despite their wealth and business savvy, more than one-third of high-net-worth families have not taken the most basic steps to protect and provide for their loved ones when they die,” CNBC.com cites a 2015 millionaire survey. Don’t Get Overwhelmed You’re not alone if the words ‘estate planning’ make you feel like a deer in the… Read more »
3 Tips Savvy Investors Use to Manage Insurance
Let’s face it, even with the new tax laws in place, insurance policies are the most tax efficient ways to generate wealth and transfer it to the next generation. Savvy advisors and investors know that well-managed assets should include a strategic use of life insurance, along with other investment vehicles. An Investor’s Secret Weapon Just… Read more »
The Gift that Lasts a Lifetime
You can’t help but catch your breath a little as you gaze into the eyes of your first grandchild, baby Ava. You hold her closely, feeling the warm bundle settle in your arms, and you gently kiss the top of her delicate, sweet face. You want nothing more than for her to be happy and… Read more »