Genesis Insights

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Jereme Brisco

5 Tax-Smart Moves to Make Before Year-End

The end of the year is a great time to think about steps that can lower your tax bill. You can do things such as use tax-loss harvesting, move some money into a Roth account, or give to charity. The close of the calendar year gives you several ways to

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Blog
Michael Dubensky

A Brief History of Estate Taxes

Federal estate taxes have been a source of funding for the federal government almost since the U.S. was founded. In 1797, Congress instituted a system of federal stamps that were required on all wills offered for probate when property (land, homes) was transferred from one generation to the next. The

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