The rule is simple: If you own assets of any kind, you should make an estate plan. Estate planning isn’t just for the ultra-wealthy or older generations — it’s a crucial component of your complete financial plan. In this blog, we’ll share 10 estate planning tips to prepare you and your family for Read more…
New Contribution Limits for Retirement Plans, Health & Dependent Savings Accounts, and Estate & Gift Tax for 2022
With a new year comes many new changes – putting up a new calendar, making New Year’s resolutions, AND new contributions and gifting limits imposed by the IRS. The IRS reviews the contribution limits and income phase-out ranges for retirement plans, health and dependent care savings accounts, and Read more…
What is the Difference Between an Estate Plan, a Will and a Trust?
You’ve likely heard it before. Regardless of health, wealth, marital status, or parenthood, everyone should think about estate planning. Most people beginning the process of estate planning – and those who have already created their estate plan - know that wills and trusts are both important Read more…
