HTG Investment Advisors is pleased to share an important conversation featuring our own Allison Donaldson, CFP®, on the Future Focused: Sophisticated Estate Planning℠ podcast with Michael Clear and Wiggin & Dana. In this episode, Allison...
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Most of us wish we could bottle up the sense of joy and family harmony we feel over the holidays and retrieve it during stressful times. In fact, we would like to keep family peace,...
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The Tax Cuts and Job Act of 2017 effects a change to the tax treatment of alimony that is noteworthy for those considering divorce. We recently read an article regarding the topic in the Hartford...
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Life is a series of transitions. While each transition offers challenges, opportunities can also be uncovered. During one such transition almost 25 years ago, Tom and I recognized an opportunity to fill a long-held dream...
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It’s official. For 2018, the estate and gift tax exemption is $5.6 million per individual, up from $5.49 million in 2017. That means an individual can leave $5.6 million to heirs and pay no federal...
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Diminished capacity of a loved one is a multi-faceted issue. There are practical, emotional, safety and certainly financial impacts. Changes are often subtle but may still be evident to family or even non-family members. Clues...
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Deciding to divorce is already an emotionally challenging process. What can you expect to happen in the first few months? The first step is that your case has to be filed with the court, and...
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My 27 year-old daughter, Heather, is embarking on a career change – the perfect time for a financial check in. Like many of today’s millennials, Heather didn’t receive a formal financial planning education, so we...
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Where should you live in retirement? Many have weighed in this topic and there are periodic ratings on which states are the best or worst places for retirement. One resource for such lists is WalletHub,...
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When the difficult decision is made to end a marriage, the next step is to determine what avenue of divorce the couple wants to travel: mediation, collaborative divorce or conventional divorce. The choice is very...
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