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…
