Good News about Social Security
June 26, 2024
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For a long time, the Social Security Trustees have been warning that the retirement benefits system is facing some future financial hardships.
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Your Business and the Corporate Transparency Act
February 7, 2024
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A new federal law, the Corporate Transparency Act (CTA), effective Jan. 1, 2024, impacts almost all limited liability companies (LLCs) and small corporations in the United States. Businesses now have new reporting requirements annually, and these changes may lead to new challenges for small and family business owners. This article provides an overview of the new reporting requirements…
Estate Planning Myths Debunked
October 30, 2023
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In my experience, estate planning is one of the areas of personal finance with the most widespread confusion. Unfortunately, this can lead to costly mistakes in time, money and stress on people’s families.
How to Pass on Family Heirlooms with Fewer Estate Battles
August 31, 2023
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There are better—and often more creative—ways to plan and divide that can avoid family squabbles over cars, jewelry, furniture and household items.
At Long Last, Trial Leads to Final Decision on Aretha Franklin’s Will
August 24, 2023
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History is filled with examples of celebrities who died without a will: Bob Marley, Prince, Howard Hughes, Pablo Picasso, Jimi Hendrix and even Abraham Lincoln.
Prepare Now for Coming Estate Tax Changes
June 15, 2023
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One of the most significant changes Americans will soon see is the sunsetting of tax laws under the Tax Cuts and Jobs Act (TCJA) of 2017.
How Do I Create My Digital Estate?
June 13, 2023
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Today, much of our lives is digital, and many things we hold dear are not physical. However, what happens to our digital assets when we die? That’s where digital estate planning comes in.
Will Proposed Tax Hikes Have an Impact on My Estate Planning?
April 28, 2023
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President Joe Biden is proposing a series of tax increases on investors and top-earning Americans in his annual budget request to Congress.
Steps for an Effective Pet Protection
April 7, 2023
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Although in the past it may not have been the norm to provide for animals in our estate planning, times have changed.
What’s New with 529 Plans?
April 3, 2023
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A type of education savings account called a 529 plan is just one of several tools families can use to prepare for the growing costs of higher education. While these plans can be beneficial for almost anyone since they let funds saved for education compound on a tax-free basis provided they’re used for eligible education expenses, individuals who live in states with special tax breaks for contributions tend to fare the best.
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