Estate planning involves several tools designed to manage your assets effectively, both during your lifetime and after your passing. One of the most flexible and commonly used tools is a revocable trust, also known as a living trust. This legal arrangement can be a powerful way to protect your assets, maintain control over them, and...

What a Summer we have had with the election fast approaching. Often Estate taxes are not an area that I deal with much as the exemption has been so high. For 2024, the exemption is $13,610,000 per person. That makes your average married couple able to pass along $27,220,000 tax-free to the next generation with...

October is around the corner, so let’s quickly revisit a few memorable stock market events. While September has the worst historical stock performance, investors often remember the 23% drop across two days that culminated on Black Tuesday, October 29, 1929, and the 22.5% one-day drop on Black Monday, October 19, 1987. In the wake of...

Non-Qualified Stock Options, or NQSOs, are a popular form of equity compensation that many companies offer to their employees. Over the years, our team has had multiple clients come to us with questions about how they work, how they’re taxed, and, most importantly, how they can best be managed. So, I thought I’d share some...