Blind Spots: Account Ownership and Beneficiaries
Wealth Planning 5 min read Over the years, we’ve identified a number of common blind spots that clients often overlook — sometimes for decades. In this article, we’ll walk through what these blind spots are, why they matter, and the practical steps you can take to address them. Why this matters Two closely related but […]
Legacy Stock Holdings: Preserve, Reposition, or Protect? Making Informed Choices for the Future
Wealth Planning 7 min read Legacy stock holdings — those long-standing, often highly appreciated positions — can be among the most emotionally and financially significant assets in a portfolio. They may have been inherited, accumulated through years at a company, or grown from an early-stage investment into a major position. For many, they represent stability, […]
Level Up Your Portfolio—Tax-Free—with 1031 Real Estate Swaps
Level Up Your Portfolio—Tax-Free—with 1031 Real Estate Swaps So, it’s time to sell that real estate investment property you own. Maybe the property value has appreciated significantly. Maybe you’re tired of the hassles of property management. Or perhaps you think you can better optimize your funds with a different investment. That’s exciting! But there’s one potential downside: taxes. Specifically, the gains from the sale of a rental property are […]
Estate Planning After the One Big Beautiful Bill
Wealth Planning 6 min read Navigating Estate and Inheritance Planning in a New Tax Era With the passage of the One Big Beautiful Bill Act (OBBBA), the estate planning landscape has fundamentally shifted. Previously, the lifetime estate and gift tax exemption was scheduled to drop from its inflation-adjusted 2025 level of $13.99 million to around […]