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.
Retirement Planning
Supplemental Executive Retirement Plan (SERP) 101 Guide
Many companies go beyond just salaries and bonuses to keep top executives motivated. Supplemental executive retirement plans (SERPs) provide additional, tailored benefits that help keep ...
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 ...
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 ...
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, ...
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 ...
