Estate and Tax Planning
Could Tax-Loss Harvesting Save You Money?
4/4/2024 12:00:00 AM 2 minute
If you were hit with a higher-than-desired tax bill due to capital gains taxes, adding tax-loss harvesting to your repertoire of tax saving strategies could help. Here's what you need to know.
Could Tax-Loss Harvesting Save You Money?
4/4/2024 12:00:00 AM 2 minute
If you were hit with a higher-than-desired tax bill due to capital gains taxes, adding tax-loss harvesting to your repertoire of tax saving strategies could help....
How Much Is Your Home Worth? (And Why Property Valuation Matters)
3/21/2024 12:00:00 AM 2 minute
If you’ve lived in your home for a while, you might not know the property value of your home. Read to learn the importance of knowing the value of your home.
Is It Time to Increase Your 401(k) and IRA Contributions?
3/18/2024 12:00:00 AM 1 minute
Higher contributions can pay off in the future but may mean less money in your pocket now. Consider these points when deciding whether to up your contributions.
Estate Planning Strategies: Basic and Advanced Techniques for Your Assets
3/12/2024 12:00:00 AM 3 minute
With an estate plan, you can determine how your assets are distributed among your loved ones. Learn the basic elements of an estate plan and advanced strategies for...
Should You Get a Prenup? Everything to Know About Prenuptial Agreements
3/5/2024 12:00:00 AM 2 minute
Prenuptial agreements protect you from the financial uncertainty that can come with a divorce. Learn what a prenup does and who should consider drafting one.
5 Tax Breaks for Farmers and Ranchers
2/15/2024 12:00:00 AM 2 minute
Do not leave money on the table when tax time rolls around. These tax benefits for farmers can help you hang on to more of what is yours.
Farmers: How to Avoid Inheritance Taxes
1/2/2024 12:00:00 AM 2 minute
When creating your farm succession plan, you’ll want to consider how you can avoid inheritance taxes. These tax breaks can help you avoid penalties for your heirs.
Can Your Family Afford to Maintain Family Heirlooms
12/25/2023 12:00:00 AM 1 minute
Explore estate planning nuances—ensure heirs can uphold family treasures. Ask yourself these 4 questions to distribute cherished possessions wisely and responsibly.
Understanding Your Tax Return
12/21/2023 12:00:00 AM 1 minute
Learn more about the common forms and terminology you will see on your tax return, as well as tips to help you do your own taxes.
Understanding How Gift and Estate Tax May Impact You
12/13/2023 12:00:00 AM 2 minute
If you plan to make a financial gift or leave a large sum in your estate, you could be subject to gift tax. Learn about gift tax and ways to gift money tax-free.