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Strategic outlooks, insights, and news keeping you informed.
Explore our latest perspectives with insights and updates from our professionals, along with news and headlines featuring Bridgehampton.
Potential Estate Tax Law Changes
September 2024: For many individuals with large estates, the upcoming sunset of the current estate and gift tax laws could become a source of concern. The Bridgehampton team reviews potential planning strategies to consider.
The Many Benefits of a 529 Savings Plan
June 2024: The 2X Wealth Group reviews why 529 Plans are an effective way to save for college if you want tax efficient investing that is easy to set up, fairly flexible, and allows other family members to participate.
Estate Planning Matters
May 2024: A thorough and specific plan is crucial to ensure your estate plan remains intact after your passing. There are four core components your plan should entail.
Is a Roth IRA Conversion Worth It?
May 2024: While Roth IRAs can potentially be a source of wealth generation, there are important points to consider before converting a traditional IRA to a Roth IRA.
Why Should You Review Your Life Insurance Regularly?
May 2024: Despite the important role life insurance plays in financial plans, people often avoid thinking about the topic. Learn why this is a mistake and life insurance must be reviewed regularly – including what a thorough review of existing plans should look like.