Surveys conducted in 2024 by Caring.com and Ameriprise Financial revealed a troubling trend: Americans are falling behind on estate planning. The Caring.com survey revealed that only 32% of
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Five Essential Steps to Protect Your Loved Ones in 2025
You know that uneasy feeling when you think about what everyone you love would do, if (and when) something happens to you? That nagging voice reminding you that
Estate Planning Meets FAFSA: Smart Strategies for Asset Ownership
When preparing for college expenses, understanding how financial aid and estate planning intersect can make a significant difference. This article will break down the essentials of how asset
BOI/CTA UPDATE: Appeals Court Reinstates – Then Suspends – Corporate Transparency Act Filing Requirement
UPDATE: Many recent changes have occurred related to the Corporate Transparency Act (“CTA”) and the requirement for all business owners to disclose their personal information to the US
Actions to Take Before 2024 Ends to Qualify for Specific Tax Credits
The end of the year can feel overwhelming, but it’s also a time to set yourself up for credits and deductions that can put real money back in
Year-End Options for Giving to Charity
The desire to make a difference doesn’t end when we’re gone. For many people, incorporating charitable giving into their estate plan provides a way to support causes they
Common Estate Planning Questions Part 2 of 2
When it comes to planning for your family’s future, the options can feel overwhelming. Should you get a will? Create a trust? And what happens if you do
Court Ruling Halts Corporate Transparency Act: What You Need to Know
A federal judge in Texas issued a ruling this week that could affect millions of business owners across the country. Let’s break down what this means for you
Common Estate Planning Questions Part 1 of 2 – On How to Handle Your Assets
When it comes to estate planning, I get many questions about many topics. One of the most common questions I hear concerns account ownership and asset management. Understanding
Lessons from Tony Bennett’s Estate Battle
When legendary singer Tony Bennett passed away in July 2023, he left behind an estimated $100 million estate and, unfortunately, a family divide threatening to tarnish his legacy.