Uncategorized
January 23, 2024
Taxes: What Is the Last Surviving Spouse Rule?
Taxes: What Is the Last Surviving Spouse Rule? Estate planning can be a significant part of successful financial management, especially for married co...
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Estate Planning
January 22, 2024
Help Your Clients Keep Their New Year’s Resolutions
A new year is a great time to start fresh and implement positive changes that will enhance our lives. Many of your clients will make New Year’s resolu...
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Uncategorized
January 16, 2024
Should You Share Your Estate Planning Details With Loved Ones?
When you decide to create a comprehensive estate plan, there are many things to consider. One is whether to tell your loved ones about your plan and h...
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Uncategorized
January 9, 2024
How the Corporate Transparency Act May Impact Your Estate Plan
Starting on January 1, 2024, under a new law called the Corporate Transparency Act (CTA), owners of certain business entities must file a report with ...
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Uncategorized
January 2, 2024
3 Examples of When an Irrevocable Trust Can—and Should—Be Modified
Did you know that irrevocable trusts can be modified? If you did not, you are not alone.
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Estate Planning
December 20, 2023
Different Types of Charitable Giving
The Christmas season is a great time for you and your clients to think about making a charitable donation. Donations not only aptly express the genero...
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Estate Planning
November 27, 2023
Gift or Estate Tax Trusts: You Can Benefit from Giving Gifts
Gift or Estate Tax Trusts: You Can Benefit from Giving Gifts A benefit of working hard is sharing the fruits of your labor by giving gifts to your lov...
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Estate Planning
November 20, 2023
3 Important Estate Planning Concerns Self-Employed Individuals Should Address
Being self-employed is no easy task. You are the owner, and in some cases, the only employee. While you may have more freedom than the average worker,...
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Estate Planning
November 13, 2023
How Business Executives Can Set and Meet Their Estate Planning Goals
How Business Executives Can Set and Meet Their Estate Planning Goals As a business executive, you are used to strategizing and creating goals as part ...
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