Clarity Legal Group®

Roth Conversions for Legacy Planning: A Strategy Too Many Families Overlook

When most people think about Roth conversions, they focus on reducing taxes during retirement. While that’s important, this narrow view … [Read more...] about Roth Conversions for Legacy Planning: A Strategy Too Many Families Overlook

4 Ways to Avoid Estate Taxes

For many of my clients, tax avoidance is a primary estate planning goal. Gift and estate taxes can wreak havoc on the estate you leave … [Read more...] about 4 Ways to Avoid Estate Taxes

Gift and Estate Taxes – the Basics

When you sit down to create your comprehensive estate plan one of the primary goals you will likely have is to create a plan that reduces … [Read more...] about Gift and Estate Taxes – the Basics

The 2015 Lifetime Estate Tax Exclusion & Annual Gift Tax

Historic Overview Congress and the Wilson administration established the original federal estate tax in 1916. However, the lack of an … [Read more...] about The 2015 Lifetime Estate Tax Exclusion & Annual Gift Tax

There's a lot that goes into setting up a comprehensive estate plan, but with our FREE worksheet, you'll be one step closer to getting yourself and your family on the path to a secure and happy future.

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