Estate Planning

Do Foreign Persons Have U.S. Estate Tax Responsibilities? By Melvin Perez, CFP®

IRS Announces Inflation-Adjustments for 2023 Tax Rates By Scott Montgomery

Should you Contribute to a Traditional 401(k) or a Roth 401(k)? By Olga Ismail

Understanding, Minimizing Exposure to the Dreaded Death Tax By Ryan Whiteman

UPDATED Avoiding the Most Common Estate Planning Disasters by Scott Montgomery, CLU, ChFC

Don’t Forget Your Pets in Your Estate Plan By Robert Mark Weiss, CFA

Selling a Business Requires Estate-Tax Planning By Eric P. Zeitlin

What is a Spousal Lifetime Access Trust? By Lee F. Hediger