by ruby | Jul 25, 2023 | Estate Taxes
With the passage of the Tax Cuts and Jobs Act in December 2017 (effective January 1, 2018), the tax season looks a little different for many filers than it did in the past. In order to ensure you are not caught behind the eight ball, there are a few things you...
by ruby | Jul 25, 2023 | High-Profile Cases, Trusts
Estate planning is not just about what happens when you die. Proper estate planning takes into consideration all aspects of your life and how to protect your accounts and property so that you can receive the maximum use and enjoyment during your life as well as...
by ruby | Jul 25, 2023 | Finance
On December 20, 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement Act (SECURE Act), which became effective on January 1, 2020. The Act is the most impactful legislation affecting retirement accounts in decades. It will have a...
by ruby | Jul 25, 2023 | Estate Planning
One of the more uncomfortable aspects of estate planning is deciding what will happen to your child if both you and the child’s other legal parent were to die unexpectedly. While the odds of this happening are low, the consequences of not naming a legal guardian in...
by ruby | Jul 25, 2023 | Finance, Trusts, Wills
Getting ready to embark on your next great adventure? Before you zip up the last suitcase, here are five issues you need to address to protect yourself and your loved ones. Do you have a foundational estate plan? Has it been reviewed? An estate plan is a set of...
