by James Osborn, CPWA®, EA & Karen Ogden, CFP® | Jun 25, 2026 | Financial Planning, Gift Tax Exclusion, High Net Worth, Insight, IRA/Roth IRA, Lifetime Gift and Estate Tax Exemption, Taxes
Launching Your Kids in a High-Cost World The numbers tell a story most adults feel. Cost of living is going up. Grocery, energy, and fuel prices are meaningfully higher than just a few years ago, and U.S. home prices have climbed well above $400,0001. It’s been...
by James Osborn, CPWA®, EA & Karen Ogden, CFP® | Sep 17, 2024 | Financial Planning, Gift Tax Exclusion, High Net Worth, Insight, Insurance, Taxes
Irrevocable Life Insurance Trusts: An Estate Planning Tool Search for: Irrevocable Life Insurance Trusts (ILITs) are powerful tools for estate planning. There are two key features that make up an ILIT: a Life Insurance Policy and an irrevocable trust. By combining...
