When people begin getting their affairs in order through the creation of an estate plan, they often face a delicate balancing act.
A comprehensive estate plan should consider the impact that taxes can have on your estate and ensure that your estate is distributed in a tax-efficient manner.
It is important for women to take care of themselves through financial and estate planning designed to provide for their own future needs.
In light of recent events surrounding the collapse of Silicon Valley Bank (“SVB”) and Signature Bank (“Signature”), we would like to provide you with a reminder that Federal Deposit Insurance Company (“FDIC”) deposit insurance coverage is generally higher for trust accounts than standard bank accounts.
After a long, cold winter, many of us — from the young and to the more mature — are ready to make plans for spring break. Here are a few important reminders, whether you plan to travel to take advantage of warmer weather by traveling or enjoy your spring break at home.
It is important to remember upcoming April deadlines for retirement contributions and required minimum distributions (RMDs), but there have also been some recent developments that may impact your retirement planning.
Celebrate National Mentoring Month this January by becoming a mentor to the people in your life who have less life experience, whether they are your children or other loved ones.
You may associate the month of December with giving holiday gifts, but it is also a great time for you to think about the valuable estate planning opportunity presented by year-end gift giving.
On December 13, 2022, President Biden signed the Respect for Marriage Act (“RMA”) into law. This is big news!
One of the dirtiest tricks that can be played on an unsuspecting family member may be lurking in the shadows: The way you own your property does not match your estate plan.