OUR LATEST POSTS

grandchildren
Five smart ways to transfer wealth to your children and grandchildren (part 2)
(please read the beginning of the article in our previous posts) Don’t let tax efficiencies dictate the best ways to pass on wealth. The idea that wealthy parents or grandparents leave money to their kids...
tax
Five smart ways to transfer wealth to your children and grandchildren (part 1)
Don’t let tax efficiencies dictate the best ways to pass on wealth.   The idea that wealthy parents or grandparents leave money to their kids or grandkids in their will is becoming outdated.  So says Ethan...