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A block illustration depicting the intergenerational transfer of assets, with the "step-up basis" as a staircase raising the asset's value, including elements like a house, stocks, and money.

Estate Planning, Tax PlanningNovember 20, 2024

Inheriting Assets? Understanding the Step-Up Basis

Block illustration of a house with vibrant colors, representing different aspects of aging in place, such as "Home Modifications," "Care Planning," and "Financial Planning."

Estate Planning, Real Estate Tax, Retirement Planning, Tax PlanningNovember 18, 2024

Aging in Place: Tax Benefits for Seniors & Financial Planning

A block illustration showing the transfer of assets from a joint brokerage account to an individual account, with the term "Joint Brokerage Account" highlighted.

Estate Planning, Financial Planning, Tax Planning, Wealth ManagementNovember 10, 2024

Understanding the Tax Implications of Transferring Joint Brokerage Accounts

A stylized tree growing from coins, with branches representing reinvestment strategies for inherited IRAs.

Estate Planning, Financial Planning, Retirement Planning, Tax PlanningNovember 8, 2024

Turning an Inherited IRA into Long-Term Wealth: 5 Smart Reinvestment Strategies

A peson protecting an inherited IRA with a "Tax Savings" shield.

Estate Planning, Financial Planning, Retirement Planning, Tax PlanningNovember 8, 2024

Inherited IRA Distributions: A Guide to Minimizing Taxes in 2025

A stylized skyscraper built with blocks representing different tax strategies.

Business Tax, Estate Planning, Financial Planning, Tax PlanningNovember 3, 2024

12 Advanced Tax Strategies for High-Earning Business Owners in 2024