Tag: estate planning

Free Webinar May 18: Estate Planning Basics and Digital Assets

Apr 26, 2022
Wednesday, April 20th, 12-1pm ETRegistration link: https://lu.ma/f4mj2rqq Are your digital assets protected and part of your estate plan? Join us for our next virtual townhall and find out why this is…

Virtual Townhall: Strategic Tax Planning for 2022 and Beyond

Aug 16, 2022
*Copper Leaf Financial is holding a free virtual townhall on Wednesday, September 14th: "Strategic Tax Planning for 2022 and Beyond" Wednesday, September 14th, 12-1pm ET Registration Link: https://lu.ma/m5uliqfw Guest:…

Five Things You Should Know About the New Estate Tax Exemption

Oct 03, 2018
Estate planning is a critical component to some Americans overall financial plan and there are some things that you should know about the new estate tax exemption. The Tax Cuts and Jobs Act of 2017…

Kiplinger: 10 Financial Boxes You Should Check During COVID-19 Pandemic

Apr 23, 2020
Kiplinger - 5 Financial Boxes You Should Check Before COVID-19 Strikes, by Evan T. Beach, CFP®, AWMA®, Wealth Manager, Campbell Wealth Management, 4/23/2020 I'm not sure I've ever read, let alone written,…

The Two Estate-Planning Documents Clients Need for College-Bound Kids

Sep 10, 2020
The Two Estate-Planning Documents Clients Need for College-Bound Kids

2020 Tax Planning Tip: Minimize taxes on your estate and inherited retirement accounts.

Oct 15, 2020
Use your annual gift tax exclusion. If you think that your estate will be subject to estate taxes, consider giving some of it away tax-free during your lifetime using the annual gift tax exclusion. The…

New Higher Estate And Gift Tax Limits For 2022

Nov 29, 2021
The official estate and gift tax exemption climbs to $12.06 million per individual for 2022 deaths, up from $11.7 million in 2021, according to new Internal Revenue Service inflation-adjusted numbers. And the gift tax annual exclusion amount jumps to $16,000 for 2022, up from $15,000 where it’s been stuck since 2018.