Estate Planning and the TCJA Estate planners are once again preparing for the potential expiration of key tax provisions. In 2010, the federal government stepped in with The Tax Relief Act of 2010 to avoid the sunset provisions of the Economic Growth and Tax Relief...
Gallup reports that 7.6% of U.S. adults currently identify as lesbian, gay, bisexual, transgender, queer, or another sexual orientation other than heterosexual. While this figure represents a growing trend, individuals identifying as LGBTQ+ represent a minority within...
Estate planning is a lot like putting together a puzzle. The client provides you with their box lid showing what they want the ultimate result of their plan to look like. Then, estate planners are tasked to identify and gather the various pieces and put it all...
Retirement Planning and IRAs Hard-working Americans spend a lifetime trying to obtain financial stability and to then provide a financial legacy for their families. Often, the strategy to achieve such goals involves the funding of individual retirement accounts...
Introduction Estate planning is a lot like putting together a puzzle. The client provides you with their box lid showing what they want the ultimate result of their plan to look like. Then, estate planners are tasked to identify and gather the various pieces and put...