Tag: transfer of wealth

The Importance of Keeping Family Values in the Inheritance

If parents wait too long to begin instilling family values, it can be especially challenging to successfully address and legally formalize inheritance of family values and assets. Undoubtedly the best time to teach and empower your children as eventual inheritors of your family legacy is during childhood, then continuing throughout

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family values

The Importance of Passing on Family values as part of the Inheritance

Properly addressing and legally formalizing inheritance of family values and assets can be challenging, especially if parents wait too long to begin instilling family values. Undoubtedly the best time to teach and empower your children as eventual inheritors of your family legacy is during childhood, then continuing throughout adulthood. Waiting

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file folder of tax documents

Biden Tax Reform and Households with Higher Income

As Americans prepare for a Biden Harris Administration, noting the President-elect’s tax plan is crucial for higher-income households to understand and likely make adjustments to their financial and legacy planning. Generally speaking, the sweeping changes to the tax code will aim to levy higher taxes on corporations and high-income households.

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