Retirement Planning Update
Although we are still in the midst of winter, spring is on its way. It is important to remember upcoming April deadlines for retirement contributions and required minimum distributions (RMDs), […]
Spring Break Checklist
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 […]
The Deceased Spouse’s Unused Exemption Amount: a Spouse’s Final Gift
Spouses often work together to build wealth for themselves and their children. Congress recognized this by enacting the gift and estate tax portability election as part of the 2010 Taxpayer […]
Important Dates to Be Aware of in 2023
The new year brings with it important dates that may impact your financial situations and tax deadlines you may need to meet. March 6, 2023, is the deadline under the […]
Tax Season Is Just around the Corner
For everything there is a season, and it will soon be the season for taxes. Although it always seems to arrive too quickly, you will start to receive important tax […]
The Rundown on Estate and Gift Tax Exemption Amounts
Both the annual gift tax exclusion and the lifetime gift and estate tax exclusion amounts are adjusted for inflation each year, so when the rate of inflation is higher, the […]
January Is National Mentoring Month: Three Creative Ways to Use the Estate Planning Process to Be a Mentor
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. […]
Different Types of Charitable Giving
The end of the year is a great time for you to think about donating to charity. Donations not only aptly express the generosity associated with the holiday season, but […]
Have You Made New Year’s Resolutions?
A new year is a great time to start fresh and implement positive changes that will enhance our lives. Many of us want to lose weight, spend more time with […]
Unique Gift Ideas that Benefit You Too
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 […]