Why You Should Plan Now for a Big Tax Event in 2025

Here’s an incentive to move estate planning to the top of your to-do list: The next few years are an opportunity to maximize wealth transfer to the next generation. The Tax Cuts and Jobs Act of 2017 increased the federal gift and estate tax basic exclusion amount (BEA) to $11.58 million per individual, or $23.16 […]

Webinar: Wealth Planning In Today’s Volatile Environment