The annual gift tax exclusion changes over the years. Here’s how to give generously, perhaps more than you think you are able to under the current tax law.
Blog posts
With the average family spending over $800 or more on back-to-school shopping, it's easy for costs to spiral out of control. The good news? With a little planning and a few smart strategies, you can set your kids up for a great school year — without breaking the bank.
Blog posts
Being named trustee of a loved one’s estate is an honor as well as a job. It comes with legal obligations, tax deadlines, fiduciary duties and possibly family dynamics. Here’s what to do if you find yourself in this role.
Recipes
This unexpected pairing of blackberries and fresh basil is the ultimate summer dessert. A perfect sweet treat for your July 4th celebration.
Blog posts
More people are redefining what financial success looks like – moving away from the relentless pursuit of bigger number toward something that actually feels good. Here’s what’s driving the change, and why it matters.
