Trump 2.0 and your money
As the second Trump administration prepares to take office, we’re getting a better sense of the policy and tone we could see coming out of Washington over the next four years. For all the details we don’t know, the so-called “red wave” of the 2024 election means there’s some reasonable assumptions we can make about […]
How to leverage the Estate Tax
Whenever pundits discuss tax policy, the Lifetime Estate and Gift Tax Exemption tends to get the spotlight treatment. Because of this, the lifetime exemption may be one of the most misunderstood provisions in U.S. tax code. Misconceptions about the lifetime exemption are particularly important in 2023, since it presents a significant opportunity for families hoping […]
