Estate Planning 101

Did you know that Baby Boomers will pass down an estimated $68 trillion in wealth in the coming decades?[1] You’ve worked hard for your money and likely want to see it passed down in the most efficient way possible for your loved one’s benefit. Unfortunately, costly mistakes are all too easy to make. Understand the [...]

2021-11-15T14:15:47+00:00November 15th, 2021|Estate Planning|

Where Could Interest and Tax Rates Be Headed?

Are you aware of the latest news that could affect your money? We recently heard from Federal Reserve Chairman Powell regarding interest rates, plus the Biden administration released a “Green Book” outlining some potential tax-increasing measures. There are several big changes proposed, and if they come to fruition, you may need to review your tax [...]

2021-10-13T19:24:40+00:00August 16th, 2021|Estate Planning, Federeal Reserve, Taxes & Tax Planning|

New Year, New Law Part 2: Time to Review Your Estate Plan

The Setting Every Community Up for Retirement Enhancement (SECURE) Act is one of the biggest pieces of retirement legislation to be passed in years. It will undoubtedly have a major effect on how many Americans approach retirement planning, and particularly estate planning. We’ve covered these changes previously, including focusing on the elimination of ‘stretch’ IRAs [...]

2020-05-13T02:11:43+00:00January 31st, 2020|Estate Planning, Retirement Planning|
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