October 6, 2025 529 Plans for High-Income Families: Tax Rules, Ownership Changes, and Pro Tips If you're planning for education, whether for your children, grandchildren, or future...
August 22, 2025 Gift Tax in 2025: Rules, Exemptions, and Smart Wealth Transfer Every year, millions of dollars quietly change hands between family members, friends, and even...
August 11, 2025 Charitable Giving Tax Changes in 2026: How High-Income Donors Can Save More by Acting At VIP Wealth Advisors, we believe wealth isn't just about accumulation, it's about intention....
June 19, 2025 Margaritaville Meets the Courtroom: What the Jimmy Buffett Estate Battle Reveals About Trusts, Taxes, and Family Dynamics When most people think of Jimmy Buffett, they think of sunshine, salt-rimmed margaritas, and easy...
June 15, 2025 Looking for a Financial Advisor in Atlanta? Here’s How to Choose the Right One If you’ve recently typed “financial advisor near me” or “financial advisor in Atlanta” into Google,...
February 2, 2025 The Role of Financial Planning in Estate Management Estate management can often seem like a daunting task, filled with complex decisions and important...
