Estate Planning

March Monthly Economic Update

by Chad Hassinger on Mar 8, 2020

Finance, Tax Planning, Estate Planning, Weekly Market Commentary

March Monthly Economic Update

In February, anxieties about the novel coronavirus (COVID-19) rippled through stock, bond, and commodity markets. Stories about the disease dominated the news cycle, and concerns that a pandemic might occur hurt equities. The S&P 500 slipped 8.41% for the month, and foreign stock markets also retreated....

Gift and Estates Taxes

by Chad Hassinger on Sep 27, 2019

Tax Planning, Estate Planning

With the passing of the Tax Cuts and Jobs Act in December 2017, many of our clients have asked us how it affects them from an estate and gift tax standpoint. This article explains the background of estate and gift taxes and describes what you can do now to take advantage of strategies that allow you to gift assets tax free.”

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