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Top Estate Planning Tips For Those Nearing Tax-Exemption Limits

Top Estate Planning Tips For Those Nearing Tax-Exemption Limits By Ellen Sheng It’s often said that death and taxes are the only certainties in life. But the specifics—when, how much—are not certain. The estate tax exemption, currently set at $11.7 million for singles and $23.4 million for married couples, is set to expire in 2026. While it’s anyone’s guess what the exemption will be after then, few advisors expect tax rates to go down. With a new administration in place and billions ...
Derek Hamblet Ellen Sheng Donate To Charity Client Advisor At Whittier Vice President Client Advisor
Source: forbes.com

The One Strategy High-Net-Worth Individuals Depend On To Grow Wealth

The One Strategy High-Net-Worth Individuals Depend On To Grow Wealth By Anna Davies The wealth accumulation phase of your life can be a stressful one. And the pressure doesn’t diminish as your wealth grows. Often, this may mean you employ a strategy to deal with high-priority action items as they come up—and don’t necessarily have the opportunity to see how all the pieces work as part of a whole.  The financial moves you make today have a ripple effect that will be felt by the next gener...
Anna Davies Whit Batchelor Client Advisor At Whittier Senior Vice President Client Advisor Path Toward Your Goals
Source: forbes.com

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