Nicholas St George, CFP, CRPC - Wealth Advisor

Nicholas St George, CFP, CRPC - Wealth Advisor Helping you be intentional with money so you can focus on enjoying life. Member FINRA & SIPC.

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nts of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

06/02/2026

See what biases can impair our financial futures.

05/28/2026

A quick guide to key Social Security decisions.

05/26/2026

If so, now's the time to flip the script.

05/26/2026

New research challenges old ideas of retirement.

05/22/2026

Everyone thinks the new $15M estate exemption made estate planning easy.
It made parts of it easier — and other parts more important.
Twelve states still have their own estate tax. Step-up in basis at death is now the singlebiggest tax break most families will ever use. Stale beneficiary forms still wreck moreinheritances than complicated trusts ever did.
The goalposts moved. They didn't disappear.
If your plan was written assuming the old rules would expire at the end of 2025, send me amessage. A 30-minute review is worth it.

05/21/2026

A simple guide to key Social Security choices.

05/20/2026

Nobody tells you this about the new $15M estate exemption: for many families, the rightmove is to revisit the gifts you made last year.
Assets gifted into an irrevocable trust usually don't get a "step-up" in basis when you die.Assets in your estate do. With the exemption now permanently at $15M per person, a lot oftrusts built to dodge a sunset that never came are now costing heirs more in capital gainsthan they're saving in estate tax.
The fix isn't always to unwind. But every estate plan written in the last three years deserves afresh look.
Send me a message if yours hasn't been reviewed since July 2025.

05/19/2026

Find out how to spot & stop harmful patterns.

05/19/2026

What is the point of retirement?

05/18/2026

The #1 mistake I'm seeing this year? Estate plans drafted before July 2025.
The OBBBA permanently raised the federal estate exemption to $15M per person, $30M percouple. For most of my clients, that means the federal estate tax is no longer the problem.Income tax and basis planning is.
If you set up a SLAT, ILIT, or GRAT in the last few years to "lock in the exemption before itsunset," your plan is still legal — but it may now be doing more harm than good. It deserves asecond look.
If it's been more than a year since you reviewed yours, send me a message.

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28237

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