Blog
Discover how Charitable Lead Trusts work, their tax benefits, and strategies for supporting charities while preserving wealth for heirs. Learn why charitable lead trusts are a smart estate planning tool.
2/5/2026
Blog
See which U.S. cities face the largest housing shortfalls, why it’s happening, and how it could affect buyers and owners based on the latest metro data.
12/29/2025
Blog
Learn what the Net Investment Income Tax (NIIT) is, who it affects, how it's calculated, and smart strategies to reduce your tax liability. Essential reading for high-income earners and investors.
12/24/2025
Blog
Explore how a Grantor-Retained Annuity Trust (GRAT) can reduce estate taxes and transfer wealth efficiently. Learn how GRATs work, their tax benefits, and if they fit your estate plan.
12/22/2025
Events and Webinars
In this webinar, Wealth Enhancement’s Michael Goff provides a blueprint for crafting a comprehensive estate plan.
12/4/2025
Blog
Deferring income through NQDC plans may reduce taxes, boost retirement funds, and reward long-term employees—but it’s key to plan wisely.
10/8/2025
Blog
What is a fiduciary? A Comprehensive Guide to The Roles, Duties, And Responsibilities of Fiduciaries
Learn what a fiduciary is, what they do, and why fiduciary duty matters in financial and legal relationships. Discover key benefits, risks, and how to choose one.
10/6/2025
Blog
Your personal financial plan needs to include a formal exit strategy for your business, or you could be in trouble.
9/2/2025
Blog
Explore how vacation homes are reshaping U.S. real estate. Discover top second-home hotspots, economic impacts, and why 2025 could be the year to buy.
7/30/2025
PDF
Although only 0.07% of U.S. taxpayers will pay any estate tax, those subject to paying the tax face challenges around how to best fund the looming obligations for liquidity.
6/25/2025