Adviser Investments and Polaris Wealth Advisory Group are now RWA Wealth Partners.

How to Minimize Estate Taxes and Maximize Your Legacy

Take a hard look at your estate plan. Does it show considerable tax exposure? Given the substantial increase in estate tax exemptions—rising to nearly $26 million for married couples1 in 2023—there are ample opportunities to avoid heavy taxes in today’s environment. In fact, in recent years only 0.2% of estates2 have been subject to taxation…

How Do Interest Rates Impact Your Estate Plan?

Trusts When Interest Rates are High

Interest rates are at generational highs and the Federal Reserve will keep them elevated into 2024. Working with an advisor who understands how interest rates affect irrevocable trusts can save you money on taxes and boost their efficacy.  How Do Interest Rates Impact Your Estate Plan? Just as rising interest rates influence your investment portfolio,…