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The Increased Gift Exemption Amount

Gift Exemption

One of the major changes in the 2017 Tax Cuts and Jobs Act (TCJA) was an increase in the estate and gift exemption, which is the amount that one can gift during their life or…

ESG Investing is What You Need in a Tight Labor Market

ESG Investing

Can a commitment to strong environmental, social, and governance  (ESG) practices help attract and retain talented employees? ESG investing matters more than you might think. Consider Donna and Sam Franklin, who were young medical researchers when…

Retirement Identity – Do You Know Yours?

Retirement Identity

Imagine yourself at a cocktail party. A new acquaintance asks you what you do for a living. And the answer is, “Nothing.” You’ve recently retired and carefree days—along with a growing sense of idleness—have replaced…

Individual or Corporate? Choosing a Trustee

Choosing A Trustee

The estate planning process can be very emotional and is filled with lots of what-ifs and worst-case scenarios.  One of the more important decisions in the process, and one that often does not get enough…

Medicare and Your HSA

Medicare And Your HSA

Age 65 is often referred to as a benchmark retirement date, yet there are a number of individuals who are reaching Medicare-eligible age 65 and still planning to work beyond this age. Many of these…

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