Welcome to the AP Wealth Management Blog

Below, you’ll find original articles written by our team of advisors on a variety of topics related to wealth management, financial planning, investing, and market activity.

South Carolina Inheritance Tax
Tax & Estate Planning

Does South Carolina Have An Inheritance Tax?

After a loved one passes, questions about inherited assets often arise. Whether it’s cash, property, or other valuables, understanding if you’ll need to pay taxes ...
Devise Real Estate Smartly
Tax & Estate Planning

Devise Real Estate Smartly: How to Pass Down Real Estate to Your Heirs

Real estate often stands as one of the most valuable assets in a person’s estate, making its thoughtful planning a key component of your overall ...
Georgia Inheritance Tax
Tax & Estate Planning

Georgia Inheritance Tax: Here’s What You Need To Know

When planning to pass on your assets, understanding potential tax implications is a valuable step in preserving your legacy. Various taxes, including those on inheritance, ...
Georgia Estate Tax
Tax & Estate Planning

Georgia Estate Tax: A Comprehensive 101 Guide

An estate tax, sometimes referred to as the “death tax,” applies to the total value of assets that an individual leaves behind. Though estate taxes ...
Are Hurricane Damages Tax Deductible_
Tax & Estate Planning

Is Hurricane Damage Tax Deductible? What You Need To Know

Hurricanes don’t just damage buildings—they often leave financial hardships and emotional stress in their wake. The devastation caused by recent storms, such as Hurricanes Helene ...
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10 Things to Consider When Planning to Transition into Retirement

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