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Trusts & Taxes (2024)- The Basics & What You Need To Know

Trusts & Taxes (2024): The Basics & What You Need To Know
People have heard that it’s wise to have a Trust and that it can help their family save on taxes. Given how frequently these conversations come up, we’ve decided to give an overview on the main types of trusts and the tax implications associated with them to clear up some common misperceptions with this article below.
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SECURE ACT 2.0- Starting in 2024 You Can Roll Unused 529 College Savings Into a Roth IRA

SECURE ACT 2.0: Starting in 2024 You Can Roll Unused 529 College Savings Into a Roth IRA
In December 2022, Congress passed the SECURE 2.0 Act, bringing significant changes to the world of retirement savings and student loans.
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The 3 Reasons Your Estate Plan Must Include a Children’s Protection Plan

The 3 Reasons Your Estate Plan Must Include a Children’s Protection Plan
If you are a parent, I’m guessing you’ve probably thought about the importance of naming permanent legal guardians for your child in case something happens to you.
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Will a Legal Insurance Estate Plan Work For Your Family

Will a Legal Insurance Estate Plan Work For Your Family?
As the need for affordable legal services becomes even more important in today’s world, it’s becoming more and more common for people to opt into group legal insurance offered through their employer.
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The Corporate Transparency Act- If You Have a Trust or Own a Small Business How Will It Affect You

The Corporate Transparency Act: If You Have a Trust or Own a Small Business How Will It Affect You?
Get ready for an interesting twist in the world of legal and business news. In 2020, the Corporate Transparency Act was passed to combat money laundering, financial transparency and a host of other issues to make it more difficult for money to flow into the United States.
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Vacation Ready- The Legal Essentials for a Worry-Free Getaway

Vacation Ready: The Legal Essentials for a Worry-Free Getaway
Summer is in full swing and it’s about that time where everyone heads off to vacation before the kids go back to school.
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Blended Families- 5 Things You Need To Know About Estate Planning For Your Second Marriage

Blended Families: 5 Things You Need To Know About Estate Planning For Your Second Marriage
With roughly 50% of all marriages in the U.S. ending in divorce and life expectancy increasing, second — and even third — marriages are becoming quite common.
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The Power of a Family Wealth & Legacy Interview- The Importance of Capturing the Stories of Our Loved Ones

The Power of a Family Wealth & Legacy Interview: The Importance of Capturing the Stories of Our Loved Ones.
As May comes to an end and we’re celebrating Memorial Day, I wanted to take a moment and acknowledge this month was Senior Citizen’s Month.
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Want to Grow Wealth? Warren Buffett’s First Piece of Investment Advice For You & Your Family

Want to Grow Wealth? Warren Buffett’s First Piece of Investment Advice For You & Your Family
If you are going to take investment and estate planning advice from anyone, Warren Buffett is likely someone you want to listen to.
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Why Just a Will Is Never Enough

Why “Just a Will” Is Never Enough
When you think of estate planning, a Will is usually the first thing that comes to mind. In fact, most people who contact me tell me they don’t need anything complicated for their estate- just a Will.
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