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
Mid- Summer Financial Checkup
If you find yourself with a bit of extra time on your hands in the upcoming months, you may want to use this time to check in with your family’s finances.
Estate Plan Fall Tune-Up
Constructing an appropriate estate plan requires a substantial investment of time, money and emotion. Once the documents are finalized, they often sit in a drawer and are forgotten, an item checked off a to-do list.
Preparing to Meet with Your Estate Planning Attorney
The process of estate planning can be time consuming and intimidating, forcing you to confront potentially uncomfortable issues and your own mortality. When you have completed this process ...
Understanding the Proposed Tax Changes, and What They May Mean for You
The Tax Cuts Jobs Acts was voted into law in 2017. It had been the most significant tax cut since 2001 when former President George...
End of Life Planning for Your Parent
Losing a parent can be one of life’s most difficult experiences, at any age. There are often time-sensitive and practical matters to attend to during what is sure to be an emotionally overwhelming time.
Give Your Portfolio a Checkup
As we close out 2020, it’s time to get organized and assess your investments after a very volatile year. You want to start 2021 off right by taking stock of your goals, objectives, and risk tolerance...
Life Cycle of Estate Planning
What estate planning means to you specifically depends on your stage in life and your circumstances. To help you understand what estate planning means to you, the following “life stages” address various estate planning...
Do You Know Who Your Beneficiaries Are?
If you have switched jobs, become a new parent, been divorced, or survived a spouse or even a child, your current beneficiary designations may need...
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
