24 Sep Step Up to Help Lower Capital Gains Taxes

Posted at 10:10h in Wealth Management by TSG Wealth Management

Let’s say you bought shares of stock for $50,000 20 years ago. The company did well, and the stock appreciated so that the shares are now worth $150,000. That would not be an unusual scenario; in fact, an “average” stock that moved with the broader...

25 Jun Avoiding Probate with a Transfer-on-Death Deed

Posted at 22:57h in Estate Planning Strategies by TSG Wealth Management

If you want to leave your home to your children or other heirs and keep the property out of the costly and time-consuming probate process, you could place your home in a living trust. Trusts offer numerous advantages, but they incur up-front costs, often have...

Capital Gains Tax Tag

24 Sep Step Up to Help Lower Capital Gains Taxes

25 Jun Avoiding Probate with a Transfer-on-Death Deed

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