2026 Important Numbers
2026 Important Numbers
2025 Year-End Wealth Management Checklist
A guide to key planning actions to complete before year-end to help optimize your financial, tax, and estate outcomes.
Introduction to the One Big Beautiful Bill Act
The "One Big Beautiful Bill Act" (OBBBA or OBBB) is a significant piece of U.S. federal legislation, signed into law by President Donald Trump on July 4, 2025. The OBBBA is designed to provide substantial tax cuts, primarily by making permanent many provisions of the 2017 Tax Cuts and Jobs Act (TCJA) that were set to expire at the end of 2025.
2025 Important Numbers
2025 Important Numbers
Information Secure & At Your Fingertips: Why A Digital Safe Deposit Box is a Great Idea
Intra-Family Loans at all Time Low Interest Rates
With current interest rates at near historic lows, and demand with traditional lenders at all-time highs...
What We're Reading... January 2020
The Life Cycle of Estate Planning
10 Steps to Writing a Will That Works for You and Your Heirs
If you have children or grandchildren you can start providing them with a little something for their future by drafting your last will & testament today.
10 Steps to Resolving Finances After a Family Death
Unraveling the financial details of someone who's deceased can be a long and difficult road. Reduce your frustration by following these 10 steps.