Keeping You Informed 

Why does wealth Transfer matter? How much money will be transferred to the next generation? How does planning help ensure a lasting legacy? Over the next two decades, an estimated $84 trillion will transfer from the Silent Generation and Baby Boomers to younger generations, in what economists call the Great Wealth Transfer.1 This shift represents more than just money changing hands – it's already reshaping how families think about financial planning, charitable giving, and building lasting legacies with advanced planning strategies.

Recently inherited an IRA? The wrong move could cost a boat load in taxes and penalties, but you have options. Here are 5 things you can do with your new inheritance.

Inheriting money is about much more than just an influx of cash into your bank account. Learn more about the psychology of an inheritance windfall and how you can protect your finances and mental health.

Digital estate planning is a new form of protecting your assets. What Is a Digital Estate and How Do You Protect It? Learn more about what a digital estate is and how you can safeguard yours.

When should you revisit your Estate strategy? What life events may necessitate an immediate review?

Safety deposit boxes are a great option for storing valuables and important paperwork. Learn more about this option and whether it’s right for you.

How do do you talk to aging parents about their finances?

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.

This blog will explain a bond ladder, its benefits, and how to build one.

This blog will talk about some of the most notable changes from the Tax Cuts and Jobs Act of 2018, as well as provide an update about what to expect when this bill is sunsetted in 2025.

This blog explains what real estate investment trusts (REITs) are and includes information on the types of REITs, their benefits and drawbacks, and how to invest in REITs.

This blog will talk about what financial documents you should back up to ensure your financial safety.

Estate planning is the process of managing and preserving your assets while you are alive, and conserving and controlling their distribution after your death. What are the four key estate planning documents almost everyone should have regardless of age, health, or wealth?

A "white elephant" is a gift that may cause more issues than it resolves, much as an elephant might eat an unwitting recipient out of house and home. It's an asset that comes to you via gift or inheritance and needs to be quickly sold, liquidated, or transferred to avoid further expenses of time or money. In such cases, it is crucial to understand how to disclaim an inheritance properly and avoid holding the burden. The average American household stands to inherit $46,200. Not all those bequeathments are straight cash, and some might prove inconvenient or troublesome.

This blog will talk about National Mentoring Month and encourage people to get involved by mentoring those around them.

Retiring early to become a full-time caregiver is a huge life milestone and requires careful planning. Read more here.

This article will explain what wills are and share some benefits of creating a will in honor of National "Make a Will" Month.

A look at the history of estate taxes, how they have changed over time, and will continue to change in the future. Is your estate prepared for the changes with estate tax?

Are you thinking about your taxes and financial strategies for 2026? If not, you should be. In 2026, a number of tax adjustments that were enacted as part of the 2017 Tax Cuts and Jobs Act (TCJA) are anticipated to expire. For affluent couples, the most consequential change is likely to be a substantial reduction in the estate tax exemption. Presently, the exemption stands at $12.92 million per person or $25.84 million per couple as of 2023.1 However, based on current legislation, these higher exemption amounts will revert to the 2010 level of $5 million, adjusted for inflation, which equates to roughly $6.4 million per person, or $12.8 million per married couple in 2026, representing nearly half of its present value. For estates exceeding these exemption amounts, the federal tax rate will be set at 40%, in addition to state death taxes where applicable

This blog will provide helpful information about what estate planning might look like for blended families.