Aug 24, 2021 | Article, Estate Planning, Tax Planning
If you’re not careful, you could end up leaving your family with a massive estate tax bill – without the liquidity to pay it. To avoid that outcome, elite wealth managers are increasingly looking to a type of financed life insurance that can be especially...
Jun 8, 2021 | Article, Tax Planning, Virtual Family Office
If you missed the news regarding the LTC Trust Act, passed in May of 2019, you’re not alone. You might not know much about this tax yet, but it’s going to cut Washington worker’s paychecks by hundreds of dollars each year. The LTC Trust Act, requires a payroll tax for...
