Estate Planning

top of page

Search

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

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

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

Doug Oosterhart, CFP®

Jan 4, 20245 min read

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

Lifetime and Annual Gift Tax Exemptions for 2023

Doug Oosterhart, CFP®

Mar 14, 20232 min read

Lifetime and Annual Gift Tax Exemptions for 2023

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

Doug Oosterhart, CFP®

May 18, 20213 min read

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

What to Watch: Biden's Tax Policy Proposals

Doug Oosterhart, CFP®

Aug 11, 20203 min read

What to Watch: Biden's Tax Policy Proposals

bottom of page