To put it in simple terms, an estate tax is what the government charges on your assets for the right to transfer them to heirs upon death. Under current laws, individuals are exempt from paying this tax if their estate is valued below $13.61 million, or $27.22 million for married couples. However, that’s all set…
While taxes may be the last thing on your mind during the holiday season, small steps you take now may result in big savings on your 2023 tax bill. From maximizing deductions to optimizing investment strategies, some simple yet proactive measures can help you keep your hard-earned money in your pocket. I have compiled a…
Without sound financial guidance, how can you grow, live, and retire well? At Bland Garvey Wealth Advisors, we build a specific plan based on your needs, wants, and wishes so you can have a clear picture of how to reach your goals.
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Going it alone in your money decisions can mean missing out on opportunities. At Bland Garvey, our tax, accounting, and wealth advisor teams provide the financial expertise you need to grow, live, and retire well.
Please fill out this simple form so we can best understand your needs. Then, a member of our team will reach out (from 972-231-2503) to schedule an initial 15-min call.
