by Ashlee Desteiger | Jul 24, 2024 | Technical Topics
Is it possible to create an incentivizing trust without demotivating? Typically, the goal of a trust is to pass on assets in the most efficient manner possible. That may mean avoiding estate tax, probate, confrontation, or a combination of all three! However, how do...
by Ashlee Desteiger | Jun 26, 2024 | Technical Topics
When it comes to investing, diversification and staying invested are the best ways to achieve long-term financial goals. However, this is often easier said than done, especially with the markets near all-time highs. Is there an optimal frequency to invest?...
by Ashlee Desteiger | May 27, 2024 | Technical Topics
No one wants to discuss it. No one wants to save for it. But most admit they may need some sort of care. How do you plan for it? Let’s address four questions related to long-term care. What is long-term care (“LTC”)? Definition: medical and non-medical care provided...
by Ashlee Desteiger | Apr 25, 2024 | Technical Topics
You filed your taxes – you’re done, right? Not so fast! Now is the best time to review your return to set yourself up for success this year. Here are our top 5 tax considerations for 2024: Did you fail to withhold or underpay your estimates? If so, review...
by Ashlee Desteiger | Mar 29, 2024 | Technical Topics
What is Qualified Small Business Stock? Qualified Small Business Stock (QSBS) may also be referred to as “1202 Stock” after the section of the Tax Code addressing this topic. Qualified Small Business Stock isn’t an election; if you meet the requirements, it is QSBS!...
by Ashlee Desteiger | Feb 27, 2024 | Technical Topics
A Health Savings Account (“HSA”) is often the most overlooked retirement account. Why consider this a “retirement account?” Because it’s not a use-it-or-lose-it proposition. On top of that, you can invest it for the future vs. spend today. Let’s take a look at the...
