Estate Planning

Too often, people planning their estates focus on tax and asset-protection issues and overlook long-term health care needs.
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In today’s fast-paced world, ensuring your child’s future success is a top priority for many parents. Education is a key factor in this equation, and planning ahead can make all the difference. One of the most effective ways to prepare for your child’s college education is by investing in a 529 plan. These plans, named after Section 529 of the Internal Revenue Code, offer a tax-advantaged way to save for future educational expenses.
The post Investing in Your Child’s Future through a 529 Plan appeared first on SD Mayer.

The year 2025 is shaping up to be a pivotal one for taxpayers, with significant inflation adjustments set to impact your year-end tax planning. Understanding these adjustments is crucial not only for staying compliant but also for optimizing your financial strategy. This guide dives deep into how these changes will affect various aspects of your taxes, from individual rates to gift and estate taxes. Whether you’re a seasoned taxpayer or new to navigating these waters, this post will equip you with the insights needed to strategize effectively.
The post Year-End Tax Planning in Light of the 2025 Inflation Adjustments appeared first on SD Mayer.