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Tax & Legacy

Our purpose is to educate and equip advisors with the most current knowledge, tools, and best practices to proactively spot opportunities to save taxes and improve estate plan design for our clients within the framework of their broader goals and objectives.

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2022 Tax Law Changes: What You Need to Know

As professionals, we monitor the progression of proposed tax law changes that might have significant impact on our clients’ planning. In most instances, monitoring is a futile endeavor. This year’s proposed tax changes are no exception. Here's what you need to know about 2022 tax law changes.

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Estate Planning Can Lead to Easy Estate Administration

The author shares her personal story of her mother's loss due to COVID-19 to highlight the importance of how thorough estate planning can ease a family's burden during a time of grief and sorrow.

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Bequests and Beneficiary Designations: Simple Ways to Leave a Legacy

Implementing a planned giving program can be overwhelming and costly. But it's important to let your donors and constituents know you are open for business and ready to accept charitable legacies through bequests and beneficiary designations. Learn more.

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Every conversation with McKinley Carter is an energizing experience, an opportunity to take your financial instincts and confidence to the next level—starting with the very first one.

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