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January 21, 2025
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Wealth Planning Commentary – January 21, 2025

Gen X and Retirement Concerns People between the ages of 45 and 60, labeled Generation X, are increasingly worried about retirement. Despite many having substantial liquid assets, some find themselves
January 13, 2025
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Wealth Planning Commentary – January 13, 2025

Navigating P&C Insurance Challenges After the LA Wildfires Our thoughts are with everyone affected by the devastating wildfires in Los Angeles. This catastrophic event has caused immense destruction, and it
January 6, 2025
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Wealth Planning Commentary – January 6, 2025

Corporate Transparency Act Update On December 26, a federal appellate court ruled to halt the beneficial ownership reporting requirements until the court hears and rules on the case challenging the
December 16, 2024
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Wealth Planning Commentary – December 16, 2024

Nvidia CEO’s Trusts Skirt $8 Billion in Estate Taxes Jensen Huang, the CEO of Nvidia, made headlines this week for employing strategies to minimize potential estate taxes while planning a
December 9, 2024
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Wealth Planning Commentary – December 9, 2024

Corporate Transparency Act (CTA) Update The Corporate Transparency Act (CTA) includes reforms to existing anti-money laundering laws and is intended to help prevent corruption, terrorist financing, money laundering, and tax
December 2, 2024
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Wealth Planning Commentary – December 2, 2024

Warren Buffett’s Charitable Lessons Warren Buffett recently made a significant donation of $1.15 billion in Berkshire Hathaway stock to charity. It’s an act that, while extraordinary, represents less than 1%
November 25, 2024
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Wealth Planning Commentary – November 25, 2024

Year-End Income Tax Planning As the year draws to a close, now is an opportune time to review key strategies for optimizing your income tax situation. Consider the following points
November 18, 2024
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Wealth Planning Commentary – November 18, 2024

The Best Ways to Gift this Holiday Season As the holiday season approaches, many are considering year-end gifting to family members and friends. We recommend connecting with your wealth manager
November 12, 2024
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Wealth Planning Commentary – November 11, 2024

Post-Election Tax Planning Republicans will control the Senate and the Oval Office next year and are only a few seats shy of gaining control of the House. As a result,
November 4, 2024
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Wealth Planning Commentary – November 4, 2024

Digital Death and Incapacity Planning Legacies today extend well beyond traditional photo albums and letters. Today, an online presence—including social media and email— forms a substantial part of one’s personal