Year-End Gifting Strategies: Maximize $18K Limit Before 2026
Gifting – Your Tax-Smart Legacy Tool As 2025 winds down, the $18,000 annual gift tax exclusion offers a powerful way to reduce your estate while funding family futures. For American’s with $250K+ in assets, gifting shrinks taxable estates before the Tax Cuts & Jobs Act (TCJA) sunset potentially doubles taxes in 2026. With 70% of… View Article
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Fall Financial Planning Month: Year-End Moves for 2025 Retirement Security
October’s Wake-Up Call for Your Retirement As leaves fall in October—Financial Planning Month—it’s the ideal time to prune your retirement portfolio before 2025’s tax deadlines. With 58% of Americans behind on savings and Tax Cuts and Jobs Act (TCJA) sunsets looming, year-end moves can save thousands. For most Americans, these actions secure income and legacy…. View Article
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2025 Tax Law Changes: Updating Your Estate Plan Before the Sunset
The Tax Cliff Looms – Is Your Plan Ready? Imagine your $500,000 estate facing double the taxes in 2026, eroding what you’ve built for your heirs. For couples over 50 with $250K+ in assets, the Tax Cuts and Jobs Act (TCJA) sunset at the end of 2025 could raise estate tax exemptions from $13.61 million… View Article
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