Financial Advisor Insights

What to Do After Receiving an Inheritance

If a loved one has passed and you're expecting to receive an inheritance, you may have a number of questions about the process; such as is an inheritance taxable and what to do after receiving an […]

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How is an Inheritance Taxed?

If you’re receiving an inheritance you may be wondering how it will be taxed. The answer will ultimately depend on a number of factors, such as the type of inheritance you are receiving (real estate, […]

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Tax Planning Strategies for Incentive Stock Options (ISOs)

Develop a tax planning strategy before exercising your ISOs. Commonly referred to as equity-based compensation, the term “stock options” can mean an individual is given equity – or given the option […]

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Explaining the Marriage Tax Penalty

Although married couples are given certain tax and estate planning benefits not available to unmarried individuals, it isn’t all good news. Many high-earning couples find that their marginal tax rate […]

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Is Airbnb Rental Income Tax-free?

Some Airbnb income may be exempt from federal tax, but that may not apply to state and local taxes. Although tempting, hosts looking to subsidize a vacation by renting a home while traveling need to […]

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5 Year-End Tax Planning Tips

With so much to do in the last four weeks of the year, it can be difficult to find time to do a little year-end tax planning. As you prioritize your to-do list, keep in mind that nearly all of the […]

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Should I Set up a Pet Trust?

For many Americans, pets are members of the family. However, many pet parents aren’t aware they can actually set up a pet trust in order to ensure their animals are cared for if they pass away. The […]

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Five Benefits of Setting up a Trust

As your wealth builds, you’re likely weighing the decision about whether to set up a trust. While trusts have the reputation of only being used for vast fortunes, they can be a very useful estate […]

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Tax Efficient Withdrawal Strategies In Retirement

As you approach retirement, it’s important to have a strategy to minimize the taxes on your withdrawals. Keeping in mind a few key points can help prepare you to manage your savings in retirement. […]

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Receiving an Inheritance?  What to expect

After a family member or other loved one has passed away, you may be in line to receive an inheritance. What can you expect from the legacy transfer process?

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