Taxes & Estate Planning

From the basics of income tax to charitable giving, estate planning should be an essential part of your total financial strategy. It’s more than just minimizing estate taxes; there are living trusts, retirement planning, probate, and other basics to consider.

• The Basics of Estate Planning
• The Basics of Income Taxes
• Beware of the Alternative Minimum Tax
• Charitable Giving Strategies
• Consider Charitable Contributions of Appreciated Stock
• Developing an Effective Income Tax Strategy
• Estate Planning Is More Than Minimizing Estate Taxes
• Giving Stock to Another Person
• How Long to Keep Tax Records
• Making Annual $12,000 Gifts
• The Power of Tax-Deferred Compounding
• Revocable Living Trusts
• The Tax Implications of Financial Decisions
• Taxable, Tax Advantaged, Tax Deferred, and Tax Free
• Useful Income Tax and Retirement Planning Information
• What Does “Probate” Mean?
• Year-End Tax Planning Opportunities
• Year Round Tax Savings Strategies