Wealth Management Watch Out for “Income In Respect Of A Decedent” Issues Most people are genuinely appreciative of inheritances, and who wouldn’t enjoy some unexpected money? But…SDM Advisory TeamApril 24, 2024
Wealth Management Can A Split Annuity Strategy Help You Achieve A Balance In Retirement? You may be currently facing this dilemma: You’ve retired (or you’re approaching retirement) and, while…SDM Advisory TeamApril 24, 2024
Wealth Management Look It Up: A Glossary Of Key Estate Planning Terms Estate planning has a language all its own. While you may be familiar with common…SDM Advisory TeamApril 16, 2024
Wealth Management A Living Will Is An Important Addition To Your Overall Estate Plan A living will could provide peace of mind for both you and your family should…SDM Advisory TeamApril 4, 2024
Wealth Management Consider Appointing A Trust Protector If One Isn’t Enough Irrevocable trusts can allow for the smooth, tax-advantaged transfer of wealth to family members. But…SDM Advisory TeamApril 4, 2024
Wealth Management Don’t Skip Out On Planning For The GST Tax Does your estate plan call for making gifts to your grandchildren or other loved ones…SDM Advisory TeamMarch 21, 2024
Wealth Management What Are Your Options To Fund Long-Term Care Expenses? Few things can derail your estate plan as quickly as unanticipated long-term care (LTC) expenses.…SDM Advisory TeamMarch 18, 2024
Wealth Management Beware Of A Stealth Tax On Social Security Benefits Some people mistakenly believe that Social Security benefits are always free from federal income tax.…SDM Advisory TeamMarch 17, 2024
Wealth Management 4 Ways To Make An Incentive Trust More Effective Estate planning isn’t just about sharing wealth with the younger generation. For many people, it’s…SDM Advisory TeamMarch 8, 2024
Wealth Management April 15 Is The Deadline To File A Gift Tax Return Not only is April 15 the deadline to file a 2023 income tax return and…SDM Advisory TeamMarch 4, 2024
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