Check out our guides, tools and research for expert help on all your
life planning, wealth planning, and familiy management questions!
The IRS recently announced the 2024 inflation adjusted amounts related to gift and estate taxes. For individuals who die in 2024, up to $13,610,000 of the decedent’s assets, reduced by the value of taxable gifts made during life, will be excluded from federal estate...
Financial markets reacted favorably to the positive updates on earnings, inflation, growth, spending, and consumer well-being reported this past week. Mid- and longer-term Treasury yields declined, and stock markets were up. The S&P closed the week up 0.87%, up...
There is much to be thankful for in the U.S. economy: third quarter GDP growth at 4.9% is a gift from consumers as we are seeing slowing growth but no recession in the current fourth quarter, slowing wage and price inflation and likely achieving the Fed’s 2% inflation...
View PDF