We hope you are looking forward to the holidays and the opportunity to relax and celebrate with friends and family.

What does National Estate Planning Awareness Month mean for you? It’s an opportunity to think about your estate plan, your loved ones, and your legacy, and what might need to change.

You may already know about the new rule that went into effect this year: the Corporate Transparency Act. Now, if you’re a “beneficial owner” of a particular type of entity, you have to file a BOI report.

The SECURE Act was specifically designed to help more people save more money for their retirement. That said, these regulations are complex, but we’re here to help.

Time flies, doesn’t it? Here’s a checklist to make sure that your children are as prepared as possible before they head off to college. 

Contact us to schedule a Legacy Roundtable with you, your loved ones, your estate attorney, and your financial advisor. We’ll lead it for you.

The IRS has just waived required minimum distributions for some IRA beneficiaries.

With the new academic year right around the corner, now is the time to review the changes to the Free Application for Federal Student Aid (FAFSA) process.

Tax time is coming up fast. Start with these helpful tax guidelines for 2023 and 2024.

The FDIC has changed the rules on how it insures your family’s trust. 
Beginning April 1, 2024, the money held in the bank by your revocable or irrevocable trust will be covered under one rule.