Maximizing Year-End Tax Strategies: Tips for Reducing Your Tax Liability
You may not want to spend precious time during the holiday season considering tax matters, but the end of a calendar year is also the end of a tax year. This makes it a prime opportunity to take proactive steps to minimize your tax liability and keep more of your hard-earned money. Strategic year-end tax planning can help you optimize your finances, make the most of available tax-saving opportunities, and set a strong foundation for the upcoming year. In this article, we’ll explore effective tips for maximizing year-end tax strategies to reduce your tax burden and improve your overall […]
Legacy Planning for Families: Passing on Your Values and Wealth
Tips to Serve Your Family Now and into the Future Through Smart Legacy Planning for Families Affluent individuals often turn to legacy planning for families to ensure that they protect not only their financial standing but also their values and missions. Some of the steps they may take include designating an executor to manage the distribution of assets, writing a will, and filling out beneficiary forms on retirement accounts. However, these steps are only the beginning of what legacy planning for families involves. Below, we’ll share tips for building your family legacy in a way that both serves your […]
