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Estate & Tax Planning

The best time to start thinking about estate planning isn’t when you’re retiring.  It’s right now. There’s no wealth requirement and no minimum age. An estate plan simply clarifies how you would like your assets divided up after you are no longer living. Your plan can always change, but without one in place, the state makes decisions on your behalf.

At Barnum, we work closely with you to create a comprehensive estate plan that protects your beneficiaries and assets, reflects your values, and clearly communicates your wishes.  Our estate planning professionals are here to address your concerns, streamline the planning process, and offer you the peace of mind that you deserve.

Estate Strategies of the Rich and Famous

The examples of famous celebrities underline the need for a clear estate strategy.
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Counteracting Capital Gains with Tax-Loss Harvesting

You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
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A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.
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What's My 2026 Tax Bracket?

Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
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