taxes – WFA Wealth Managers

Portability: Weird and Wonderful

News Room 2018-06-07T12:03:25+00:00 Categories: Knowledge Center, TRO Newsletters|Tags: estate planning, money, taxes|

Portability: Weird and Wonderful

The simplicity and complexity of portability often creates unintended consequences. Let’s discuss how to steer clear of traps for the unwary and anticipate the credit to come as we seek to understand the nuances of one of the newest features of the estate tax law. Optimizing the use of the Deceased Spousal […]

Getting Granny’s Gold

TRO Newsletter – August 2016

Getting Granny’s Gold

While anyone can fall for these schemes, elder financial abuse has become a big problem. The National Committee for the Prevention of Elder Abuse provides information to help avoid such abuse and spot such abuse when perpetrated on others such as family, friends, neighbors, and clients. Forms of abuse […]