Planning
June 27, 2025
Do I Need a Will AND a Trust?
When clients sit across from us at HTG Advisors, one of the most common questions we hear is: “Do I need a will and a trust?” It’s a question that often gets delayed until a...
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Taxes
June 3, 2021
Will You Owe Tax on the Sale of Your Primary Home?
Homeownership has long been a cornerstone of the American Dream, and through the years, government policy has been created to support it. Incentives have historically included: mortgage interest and local property tax deductions, first-time homebuyer’s...
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May 6, 2021
Charitable Estate Planning
The American Heart Association (AHA) offers a six-hour course in charitable estate planning which I recently completed. It was both educational and provocative. I will start by touching on the provocative and then share my...
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November 19, 2020
A Meaningful, Fun, and Easy Way to Give This Holiday Season
Updated for 2023 Gift giving to family members living far away can be a challenge. You may find yourself unsure of their needs, wants, sizes, etc. And, in this pandemic year, you may want to...
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April 2, 2020
Four Tax Rule Changes Every Retirement Account Holder Should Know
The United States has been clobbered by the impact of Covid-19 and its associated economic effects. To provide some relief, the government has implemented a myriad of programs which are likely to have broad reach,...
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March 12, 2020
Planning Strategies for the End of the Stretch IRA
In my earlier blog, I covered the major new provisions of the SECURE Act. One of the biggest changes involved the curtailment of the time an inherited IRA could continue its deferral, raising the question-...
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February 6, 2020
How the SECURE Act Impacts Your Retirement
On December 20, 2019, Congress passed legislation making significant changes to the rules that apply to many of our favorite retirement plans. Nicknamed “the SECURE Act,” this new federal law will touch many of our...
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November 21, 2019
Which Charitable Giving Strategy is Right for You?
Thanksgiving marks the official start of the holidays. This time of year, letters start arriving in mailboxes from charitable organizations requesting contributions before year-end. Instead of responding immediately to each appeal, consider an overall charitable...
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January 3, 2019
Organizing Financial Records
“This year, I’m going to get organized!” As New Year’s resolutions go, getting organized ranks third, right after losing weight and exercising more. There is no shortage of books, articles, kits, software, and consultants to...
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June 28, 2018
Recent Developments in Connecticut
While HTG’s clients live in many different states, the highest concentration is in Connecticut, our home base. With apologies to our clients who live elsewhere, this article will focus on recent developments in Connecticut with...
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