Buckingham clients enjoy access to a wealth of our continuously updated insights and educational resources. As a trusted, go-to voice in the industry, we also publish some of our findings and perspectives for everyone’s benefit. From articles to podcasts and videos, see our latest below.
August 18, 2021
Gifting Money? Develop a Plan
If you are thinking about sharing assets during your lifetime with family and heirs, start by getting acquainted with some planning implications to consider around current gift and estate tax rules.Read the article
July 16, 2021
Buckingham Talks: How Higher Taxes May Impact Your Financial Future copy
Independent of one’s political leanings, it’s becoming increasingly likely that U.S. taxpayers are heading into an environment of higher tax rates and more progressive tax policy.Read the article
June 03, 2020
What Illustrating Your Wealth Transfer Plan Can Show You at a Glance
One tool to potentially enhance your wealth transfer plan’s effectiveness, is to create a simple, visual representation of where your assets will flow.Read the article
December 11, 2018
Do I Have to Pay Income Taxes or Estate Taxes on My Inheritance?
Proper planning can help minimize or eliminate state estate or inheritance taxes you may owe on the value of the estate.Read the article