Tag Archive for: Tax Planning

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Estate Planning: From 30,000 Feet to Your Living Room

When considering estate planning, it’s helpful to look at the big picture, sometimes known as the “30,000 foot view.” The key to meeting your goals is and then making it real with steps you can take right now.

February 23, 2023/by Tim Flynn

7 Reasons for Seniors to Celebrate in 2023

2022 was a tumultuous year. Amid a continuing pandemic, tense midterm elections, and a war in Ukraine, we have grappled with more than our fair share of grim news. However, with 2023 in motion, there are some silver linings — in particular for seniors.

January 27, 2023/by Tim Flynn

Estate Planning, Planning, Tax Planning

IRS Raising Annual Gift Tax and Estate Tax Exclusions in 2023

Although inflation is generally nothing to be pleased about, the IRS recently announced inflation-adjusted changes to the annual gift tax annual and estate tax exclusions for 2023. If you are considering wealth transfer tax planning, these are welcome increases.

December 8, 2022/by Tim Flynn

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