You can make an impact by passing your wealth on to the next generation and leaving a legacy for them.
Learn what is the Kiddie Tax and how it impacts your child’s investment income in 2026. Discover IRS thresholds, age requirements, and tax planning strategies for families.
What is the Kiddie Tax? 8 Facts About Taxing Your Child’s Investment Income Read More »
Is a godparent a legal guardian? Learn the difference between the “village” role of a godparent and the legal protection of a designated guardian
Godparents vs. Legal Guardians: Is Your Child Truly Protected? Read More »
Discover the top high net worth tax strategies for 2026. Learn how the certain tax laws impact estate tax exemptions, trust rates, and gift limits for wealthy families.
5 High Net Worth Tax Strategies to Protect Your Wealth Read More »
Learn the benefits of hiring your children for your family business. Discover tax rules, standard deduction limits, and how to stay compliant.
Hiring Your Children: 6 Important Tax Considerations Read More »
Why are billionaires like Mark Zuckerberg choosing a charitable LLC over a private foundation? Explore the tax benefits, privacy advantages, and estate planning secrets of this elite strategy
6 Things to Know About Charitable LLCs Read More »
When investing in your child’s future, it is important to consider the tax implications, your goals, your child’s goals and your family values.
3 Popular College Savings Accounts for Parents Read More »
Discover how charitable remainder trusts offer tax advantages, efficient wealth transfer, and greater philanthropic impact, particularly in high-interest rate environments.
Tax-Efficient Giving: All About Charitable Remainder Trusts Read More »
Infinite banking has caused some serious division among financial influencers. While some proclaim it is a key tool to grow generational wealth, others call it a scam. Who’s right? Let’s take a look at a few important factors before we take sides! ___________________ Key takeaways: Understand infinite banking. Understand the type of insurance policy required
Is Infinite Banking a Scam? Read More »
Not sure if term or permanent life insurance is right for you? We’ll break down the 7 key things to know about these two types of insurance to help you make your decision. Let’s dive into the details! ___________________ KEY TAKEAWAYS: Term insurance is temporary. Permanent costs more, but is designed to last forever. There
7 Things to Know About Term and Permanent Life Insurance Read More »
Estate planning is especially critical for families. The reason is, proper estate planning is the framework for generational wealth. The legal documents within an estate plan – a will, trust, power of attorney, legal guardianship, and medical directives – are the vehicles by which you can legally transfer fiduciary duties and property ownership to your
5 Estate Planning Considerations for Families Read More »
