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Blog

Grandmother with child
Oscar Piña, ChFC®, APMA® | Oct 13, 2023

IRS Changes Inheritance Rules: Protecting Your Legacy

Tax Planning
Estate Planning
The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes. It's another quiet change that could
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Business page of a newspaper
Oscar Piña, ChFC®, APMA® | Oct 13, 2023

Navigating Fiscal Dramas and Market Downturns: What You Need to Know

Investments
Savings
Risk Management
The world of finance is never static. It's an ever-changing landscape that reflects the ebb and flow of economic indicators, political events, and public
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Ascent Wealth Management Group, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Ascent Wealth Management Group, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Ascent Wealth Management Group, LLC unless a client service agreement is in place. Read more.

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