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Arguments Over Estates Can Tear Families Apart
When considering what to pass down to heirs, it’s easy to focus on bank accounts and real estate. But the items with the most importance often aren’t the most valuable on paper.
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Taking a Detour: Rethinking the Traditional College Route
For many high school seniors, the pressure to pursue higher education immediately after graduation can feel overwhelming. Well-meaning parents and school counselors often unwittingly contribute to this pressure through conversations about college plans, arranging campus tours, or assisting with applications.
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Giving Financial Guidance to Loved Ones During Life’s Big Events
It’s curious how certain times of the year are widely popular for certain life events.
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Holiday Conversations: Talking to Your Loved Ones About Finances
During the holiday season, you may have some long-anticipated plans to spend quality time with your loved ones.
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Invest in Your Loved One’s with a 529 Plan Webinar
Dina Megretskaia and Victoria Tejeda explore how these tax-advantaged accounts can help you save and invest for a child’s future educational needs. Much like your 401(k) plan at work, 529 plans offer a set list of investments and the assets inside can grow tax free.
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Gazing into the Sunset: Preparing for Big Tax Changes after 2025
The Tax Cuts and Jobs Act (TCJA) of 2017, signed into law by then-President Trump in December 2017, was one of the most sweeping changes in federal tax law to date.
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Small Business Owners: Is Your Next Great Employee Living under Your Roof?
As recently as 50 years ago on family farms and ranches across America, it was common to see two or even three generations actively involved in running the enterprise.
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Planning Checklist for Those You Care About Most
This checklist was created to help you organize your affairs. Your individual situation will dictate other items which may need to be addressed. We suggest discussing your plans with the executor of your will as well as consulting with your legal, financial, and tax advisors. The time to get these professionals involved is before an...
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