a gavel over two wedding rings

Taxes and Divorce

  If you are ending a marriage, you are likely feeling a lot of sadness, confusion, dissatisfaction, and unhappiness. In addition to all the emotions that arise in the face of separation and divorce, you may be wondering about how this will impact your taxes as you prepare to file. What happens when the IRS […]

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Using Donor-Advised Funds for Multigenerational Estate Planning

An estate plan affects you, your children, your grandchildren and even your parents. How can you use a multigenerational estate plan to help everyone meet their financial goals? Research shows that about 60% of wealthy families exhaust the greater part of their estate by the second generation. By the third generation, nine out of 10 […]

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