Fox Hill Wealth Management’s Post

"The flapping of the wings of a butterfly can be felt on the other side of the world." This couldn't be more true in today's globally interconnected world. #FoxHillWealthManagement #FinancialPlanning #Teamwork #ClientFirst #BostonMA #estateplanning #financialadvisor #trusts #wills #taxes

Steven Holt, Partner at Mandelbaum Barrett PC, was recently invited to speak at Gateway Financial Solutions High Net Worth and Estate Planning Symposium. Steve discussed how Connelly v. United States could impact insurance-funded buy-sell agreements and why planning for the upcoming changes in the Federal Estate Tax Exemption is important. He also touched on new laws that could affect estate planning in the future. Contact or find out more about Steven here: https://bit.ly/3YdgCYh #EstatePlanning #TaxLaw #BuySellAgreements #ConnellyvUS #FinancialPlanning #WealthManagement  

With continuing uncertainty regarding the federal estate tax laws, the Spousal Lifetime Access Trust (SLAT) is a popular option that helps high net-worth individuals maintain flexibility while maximizing their financial planning. Read more: https://lnkd.in/ekzdTTXY By: George Reilly   To learn more about Dunlap Bennett & Ludwig, visit dbllawyers.com. #DBLLawyers #doingbetterlaw #TeamDBL #EstatePlanning #SLATS #EstateTaxes

Don't put all your eggs in one basket! Diversify your investments to navigate market ups and downs with confidence. #InvestSmart #Diversification #FoxHillWealthManagement #FinancialPlanning #Teamwork #ClientFirst #BostonMA #estateplanning #financialadvisor #trusts #wills #taxes

𝗧𝗶𝗺𝗲 𝗜𝘀 𝗥𝘂𝗻𝗻𝗶𝗻𝗴 𝗢𝘂𝘁! 𝗛𝗮𝘃𝗲 𝘆𝗼𝘂 𝗿𝗲𝗴𝗶𝘀𝘁𝗲𝗿𝗲𝗱 𝘆𝗲𝘁? 𝒯𝓇𝒶𝓋𝒾𝓈 𝒞𝓁𝒶𝓇𝓀 𝒶𝓃𝒹 𝒥𝒶𝒸𝓀𝒾𝑒 𝐿𝓎𝓃𝒸𝒽, are hosting a invaluable presentation called "The Triangles of Financial Strength." This is your chance to dive deep into the essentials of trusts, wills, taxes, and investments. Take advantage of this opportunity to get financially fit and ready for whatever comes your way! The action happens at 5 PM on September 12, 2024. 𝗥𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝘁𝗼𝗱𝗮𝘆 by reaching out to Kinzie McClintick at [email protected] #SurrattLaw #FamilyMatters #EstatePlanning #FinancialStrength #Wills #Trusts #Taxes #UnderstandingInvestments

HOW ACCOUNT TITLING CAN SAVE THOUSANDS IN TAX DOLLARS Planning for the future encompasses not only financial security but also savvy tax management. One often-overlooked strategy that can yield substantial tax savings is strategic account titling. While many married couples default to joint ownership or trust structures where both partners are listed as grantors and trustees, the nuances of individual ownership can offer significant advantages, particularly with appreciated assets. Please visit our website for the full commentary: https://lnkd.in/gpmfDu6U #LakeStreet #StreetSmarts #taxsavingstrategies

Navigating Tax Issues for Surviving Spouses: A Comprehensive Guide Grieving a spouse's loss is challenging; this guide simplifies key tax considerations for surviving spouses to ensure financial security. https://lnkd.in/g7ZN_Tyk #TaxCentral #estateplanning #financialguidance #financialsecurity #InheritancePlanning #retirementplanning #SurvivingSpouse #taxplanning #taxtips #TrustManagement

Casualty loss deductions can be a complicated topic, especially when disaster strikes.⚡ For CPAs and financial advisors, now is an important time to feel confident in supporting clients. In a recent Financial Advisor Magazine article, Kelly Morgan Gillette, outlined key misconceptions about tax relief, including the importance of accurate property valuations and the full deductibility of business losses. 📰 Read her insights on navigating the complexities of casualty loss deductions here: https://ow.ly/31O150TKO4y #FinancialPlanning #Taxes #DisasterRelief #CPA

Casualty loss deductions can be a complicated topic, especially when disaster strikes.⚡ For CPAs and financial advisors, now is an important time to feel confident in supporting clients. In a recent Financial Advisor Magazine article, Kelly Morgan Gillette, outlined key misconceptions about tax relief, including the importance of accurate property valuations and the full deductibility of business losses. 📰 Read her insights on navigating the complexities of casualty loss deductions here: https://ow.ly/4lRn50TILsN #FinancialPlanning #Taxes #DisasterRelief #CPA

Unlocking the secrets of wealth preservation and tax optimization with the Deferred Sales Trust (DST)! 🏠💰 Join Greg McIntyre as he delves into this innovative strategy, offering property owners a path to defer capital gains taxes and structure payouts over time. Say goodbye to traditional methods and hello to financial flexibility! #EstatePlanning #WealthManagement #TaxStrategies #CharlotteNC #HendersonvilleNC #ShelbyNC