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How To Include Collectibles In Your Estate Plans

How to Include Collectibles in Your Estate Plans

Some of Peggy and David Rockefeller’s favorite charities are certainly very, very happy that the couple had such exquisite taste in art, jewelry and other collectibles. In May, Christie’s auctioned off the Rockefeller collection—proceeds from which all went to Rockefeller-selected…

Good News For Bond Investors: TIPS

Good News for Bond Investors: TIPS

Investors often include bonds into their portfolios to earn income and take less risk than investments in stocks and other growth asset classes.  Bonds that pay a set rate of interest carry a unique risk in their own right –…

Upstream Gifting

Upstream Gifting

With the passage of the Tax Cuts and Jobs Act, the estate and gift tax exemptions were doubled from approximately $5.6 million to $11.2 million per person. With fewer individuals facing an estate tax issue, income tax planning has become…

Opportunity Like No Other – Qualified Opportunity Zones

Opportunity Like No Other – Qualified Opportunity Zones

The Tax Cuts and Jobs Act of 2017 brought sweeping change across our federal tax code.  Its goal of tax simplification resulted in the elimination and/or limitation of many itemized deductions that have benefited residents of high tax states.  With…

The Tax Benefit For Protecting Land

The Tax Benefit for Protecting Land

Every so often we will see a family who has land that has been in the family for generations and has great sentimental value as a result.  The problem often faced by the current generation of landowners is how they…

The Upromise Loyalty Program

The Upromise Loyalty Program

My husband, Luke, and I both paid our own way through college. We really had no other option. We were both raised by single moms who had five kids (my mom) and four kids (Luke’s mom). Our moms did everything…

Don’t Turn Your Back On Value Now

Don’t Turn Your Back on Value Now

Over the last several years, there are likely many value investors who are growing impatient with their investment strategy. With the success we have seen from growth stocks, such as those known as the FANGs (Facebook, Amazon, Netflix, and Google),…

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