Tax & Estate Strategies for Married LGBTQ+ Couples

Sunwook Jin, CFP®, CRPC®, CMFC®, EA The 2015 Obergefell v. Hodges Supreme Court decision streamlined tax and estate strategizing for married LGBTQ+ couples. If you are filing a joint tax return for this year or are considering updating your estate strategy, here are some important things to remember. Keep in mind, this article is for … Continue reading Tax & Estate Strategies for Married LGBTQ+ Couples

Baseball’s $300 Million Players

Bill Gordon, AIF® The San Diego Padres signed infielder Fernando Tatis, Jr., to a 14-year, $340 million contract roughly one year after the Los Angeles Dodgers inked outfielder Mookie Betts to a 12-year, $365 million deal. That brings the total to 8 baseball players who have signed long-term, $300+ million contracts according to CBSSports.com. From … Continue reading Baseball’s $300 Million Players

So many Trusts, what does it all mean?

By Helen Hartman, CRPC® Estate planning is an important limb of overall financial planning. Trusts, as defined in the article “what is a trust”, offer a variety of options for clients to control distribution and ownership of assets. As clients determine their plan, it is helpful to know about options of formulation. A Trust entity … Continue reading So many Trusts, what does it all mean?