Estate Planning

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Case Study: How Our Firm Helped Jane, a Retiree, Get Positioned to Save Over $1 Million in Taxes

Case Study: How Our Firm Helped Jane, a Retiree, Get Positioned to Save Over $1 Million in Taxes

Case Study: How Our Firm Helped Jane, a Retiree, Get Positioned to Save Over $1 Million in Taxes

Doug Oosterhart, CFP®

Jan 215 min read

Step Up in Basis: Taxes at Death for Non-Retirement Accounts

Step Up in Basis: Taxes at Death for Non-Retirement Accounts

Step Up in Basis: Taxes at Death for Non-Retirement Accounts

Doug Oosterhart, CFP®

Jan 4, 20245 min read

Lifetime and Annual Gift Tax Exemptions for 2023

Lifetime and Annual Gift Tax Exemptions for 2023

Lifetime and Annual Gift Tax Exemptions for 2023

Doug Oosterhart, CFP®

Mar 14, 20232 min read

Important but Never Discussed: The "in Case of Death Folder"

Important but Never Discussed: The "in Case of Death Folder"

Important but Never Discussed: The "in Case of Death Folder"

Doug Oosterhart, CFP®

May 18, 20213 min read

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