Many significant tax changes enacted in the 2017 Tax Cuts and Jobs Act (TCJA) are set to expire, or “sunset”, at the end of 2025. The biggest of these changes relate to the estate and gift tax exemption which was increased from $5.45 million in 2016 to $13.6 million per… Read More
Charitable giving is a powerful way to channel gratitude and generosity, creating a positive impact on the lives of others and fostering a sense of community. Reviewing a checklist before the end of 2023 can be beneficial in ensuring that your contributions are aligned with your values and optimized for… Read More
Amazon provides a range of benefits designed to assist employees in wealth accumulation, risk management, and retirement planning. Make sure you understand the opportunities that are available to you and how to make the most of your compensation package. Working with our team of wealth consultants can help you better… Read More
Microsoft employees have many opportunities to defer their current income, save on taxes, and set up future retirement goals. Make sure you understand the various components of your benefits package, so you are taking care of your current cash flow needs while planning for future objectives. Reach out to your… Read More
While there were no significant tax law changes in 2023, with three major pieces of legislation passed within the last four years there are many items to be aware of looking forward. For 2024 the IRS announced substantial inflation adjustments that mean higher thresholds for tax brackets, a larger standard… Read More
Charitable giving is a powerful way to channel gratitude and generosity, creating a positive impact on the lives of others and fostering a sense of community. Reviewing a checklist before the end of 2023 can be beneficial in ensuring that your contributions are aligned with your values and optimized for… Read More
On this episode of Think Ahead, Katie Vercio and Kaeli Kaainoa discuss how they advise clients to choose people to name for various roles in their estate plan. This podcast covers Vercio’s recent blog post “A Guide to Advanced Medical Directives” and goes more in-depth, using real-life examples of successes… Read More
As the leaves change colors and fall ushers in a new season, it also marks the beginning of an essential period for millions of Americans – Medicare Open Enrollment. This annual window, which runs from October 15th to December 7th, offers beneficiaries the opportunity to review, modify, and enhance their… Read More
Advanced Medical Directives help articulate healthcare preferences and designate trusted advocates to make crucial decisions on your behalf when you cannot do so. These documents are a vital component of any well-drafted estate plan. This article summarizes common directives and considerations for drafting and reviewing these instructions and appointments. We… Read More
Your estate plan is an ever-evolving set of documents. Reviewing your will is an essential part of ensuring your legacy plan reflects life transitions as well as shifts in tax and estate law. We recommend evaluating your legacy goals and reviewing estate documents every 3-5 years. Below are a few… Read More
