Successfully addressing and legally formalizing the inheritance of family values and assets can be challenging, especially if parents wait too long to begin instilling family values. Undoubtedly the best time to teach and empower your children as eventual inheritors of your family legacy is during childhood, then continuing throughout adulthood. Waiting until your later stages […]
Transfer of wealth
What is Critical to Understand for the Biden Tax Reform
As the Biden Harris Administration has begun its first 100 days, noting the President’s tax plan is crucial for higher-income households to understand and likely make adjustments to their financial and legacy planning. That said, middle-class households should pay attention, too. While, generally speaking, the sweeping changes to the tax code will aim to levy […]