Thanksgiving, a time-honored tradition steeped in gratitude and family gatherings, offers a unique opportunity to reflect not only on the blessings we have but also to consider crucial yet often overlooked discussions about estate planning. As we gather around tablesREAD MORE

When the Tax Cuts and Jobs Act (TCJA) was passed in 2017, it brought about substantial changes to the tax code such as lowering tax rates and increasing standard deductions. Most important, it almost doubled the estate and gift taxREAD MORE

As veterans transition back to civilian life after serving our country, various challenges often accompany them, especially for those coping with disabilities incurred during their service. Estate planning becomes a critical aspect for veterans, particularly those reliant on governmental benefitsREAD MORE

Estate planning is a comprehensive process involving a range of legal and financial documents designed to protect and distribute your assets as per your wishes. While most people associate estate planning with wills, trusts, and powers of attorney, one oftenREAD MORE

A comprehensive estate plan includes wills, trusts, and directives. These documents indicate how a person wants their property and accounts, or “estate”, to be managed in the event that they are incapacitated. Estate planning is crucial for anyone who hasREAD MORE

When you create an estate plan, you are doing much more than getting your affairs in order. You’re giving the gift of security to the ones you care about—your family, children, and other loved ones. Done correctly, estate planning canREAD MORE

Imagine a world where estate planning is an afterthought. In this realm, individuals and families plunge into turmoil due to the absence of a well-structured estate plan. Let’s explore a few real-life scenarios to understand the ramifications of not havingREAD MORE

In an increasingly unpredictable world, where natural disasters seem to be occurring with greater frequency and intensity, the importance of estate planning has never been more evident. While estate planning has long been a responsible financial strategy, the specter ofREAD MORE

From construction to manufacturing and transportation, numerous blue-collar professionals earn their livelihood working in high-risk jobs. Many of these professionals trust that workers’ compensation will provide for their families in the event of an emergency on the job. But whatREAD MORE

Changes to tax laws happen so often they can be hard to keep track of. As different presidential administrations make reforms and updates to tax law, tax authorities also make frequent regulatory changes. One such change is the annual adjustmentREAD MORE