Should You Pay Off Your Mortgage Before You Retire?
For many people approaching retirement, paying off the mortgage feels like the obvious next step. Owning your home free and clear can provide a sense of accomplishment and reduce a monthly expense.
Should I Be Doing a Roth Conversion
Roth conversions often generate strong opinions. Some view them as an effective long-term tax planning strategy, while others avoid them because of concerns about paying taxes upfront.
If We Sell Our Home, How Much of the Gain Are We Actually Going to Owe Taxes On?
Selling a home represents more than a move for many high-net-worth families. It may coincide with retirement, a relocation, purchasing a second home, or simply the next chapter of life.
Should you own assets jointly with an adult child?
Owning assets with your adult child as “joint tenants with right of survivorship” may seem like a simple way to streamline
Changes to charitable donation deductions are on the horizon
Beginning in 2026, individuals who itemize deductions and donate
Significant changes to information reporting go into effect
If your business has employees or uses independent contractors
Caution is required when addressing a gun collection in your estate plan
For many, the primary reason for creating an estate plan is to ensure their assets are passed
Checking off RMDs on the year-end to-do list
You likely have a lot of things to do between now and the end of the year, such as holiday shopping, donating to your favorite charities
There’s still time to save 2025 taxes
Just because it’s December doesn’t mean it’s too late to reduce
your 2025 tax liability. Consider implementing one or
6 last-minute tax tips for businesses
As the year draws to a close, it’s a great time to revisit your gifting strategy — especially if you want to transfer wealth efficiently
How will taxes affect your merger or acquisition?
A qualified terminable interest property (QTIP) trust can be a valuable estate planning tool if you have a blended family.