You can make an impact by passing your wealth on to the next generation and leaving a legacy for them.
In this interview with Jennifer V. Abelaj, J.D., CPA, discover 5 essential estate planning considerations for families to protect your legacy and provide for your loved ones.
5 Estate Planning Considerations: Q&A with Jennifer V. Abelaj, J.D., CPA Read More »
Key points: What is step-up in basis? A tax provision that resets the cost basis of an inherited asset to its fair market value at the time of the owner’s death. The method of receiving property—whether as a lifetime gift or an inheritance—drastically changes the tax outcome. The type of trust used to hold property
Inherited Property: What is Step-Up in Basis? Read More »
What is an estate plan? Portia Wood, Esq., LL.M. breaks down the essentials of legacy wealth planning, from avoiding probate to protecting your family’s future.
Demystifying the Estate Plan: A Q&A with Portia Wood, Esq., LL.M. Read More »
What does the Bible say about money? Here are 10 Biblical financial principals to help steward your money wisely.
10 Biblical Principles for Managing Money: A Q&A with Ryan Tolan Read More »
