For many, taxes and financial planning seem like separate spheres of money management. But in reality, your financial plan and your taxes are very linked. Almost every financial decision you make will have a tax impact, especially those tied to your long term...
There are a number of strategies that can help minimize the tax burden on your heirs and protect your legacy including various gifting and charitable trust strategies. Let's review these strategies.
Tax season may seem like the distant future but it will be here before you know it! Here are some key steps you can take now to set yourself up for success when it comes to your taxes.
