Kanter Associates

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Gift vs. Inheritance: Consider the Tax Difference

When deciding whether to gift assets now or transfer them to heirs at death, you need to understand step-up in basis and tax consequences.
HOT TOPIC: The Bull Is Back... Will It Keep Charging?

The S&P 500 index recently saw the fastest recovery in its history following the COVID-19 bear market, but will the surge continue?
Your Estate: Have You Looked at These Legal Documents Lately?

This article looks at documents that should be kept up to date, including wills, trusts, advance medical directives, and beneficiary forms.
Full House: Adult Children Coming Home

If your adult children have returned to your once-empty nest, these tips might help promote a peaceful and productive living situation.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?
College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.
Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.