What you need to know about portability

One of the great challenges in financial planning is figuring out how to transfer wealth from one generation to the next in the most tax efficient manner possible. Tax efficiency, in this context, means moving the most assets while paying the least amount of estate tax. In the past, tax efficient transfers usually entailed complicated trust structures. However, things became much simpler in 2010
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Five last-minute tax questions

When it comes to minimizing taxes, it is good to leave no stone unturned. Here are five questions to ask yourself as we come to the end of 2018. As you think through these, you should consult with your own tax professional or financial advisor to see how they apply to your particular situation.
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Year-end tax scramble

It’s time for the annual year-end tax scramble—the time when people like you and I try to figure out how to wrangle a few extra bucks out of our anticipated tax bills. After last year’s tax reform, this year’s scramble is probably going to be a little more limited. However, here are a few end-of-year tax saving ideas you should look at.
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