financial planner

Understanding to share your wealth with loved ones while they are still alive.

Only a handful of prudent taxpayers make use of a basic but powerful strategy: Leveraging the IRS gift allowance. For 2021, the annual gift tax exemption will stay at $15,000 per recipient. This means you can give up to $15,000 to as many people as you...
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Financial Advisors Should Revise Living Trusts Issued Prior 2010 Estate Tax Law

Bestselling Author Jeff Condon has published an updated and revised edition of The Living Trust Advisor: Everything You (and Your Financial Planner) Need to Know About Your Living Trust in which he strongly advises financial planners to ask their married...
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