At GEM, we often work with several generations in managing families’ wealth. That work can vary, but at the moment we are helping to settle several estates
Big Picture — After much deliberation, Congress recently passed the “One Big Beautiful Bill Act of 2025” (OBBB). The main result for taxpayers is that it
We recently began a look into the complexities involved in passing on individual retirement accounts with a look at the basic rules. The rules of how inherited
Individual Retirement Accounts first became available in 1975, and in the 50 years since they have become a major part of how Americans build wealth and save
It’s tax season. Beyond getting our returns completed and filed, many of us don’t give much them consideration beyond whether we’re getting a refund or not
We work with many of our clients to manage wealth with a multi-generational focus. Some want to use the resources they’ve worked to build in ways that help with
