In this episode, we explore the importance of understanding your estate. Let’s demystify the term to help you better secure your legacy and protect the future of your loved ones. Here are some of the topics covered: • Understanding the Estate • Importance in...
In the ever-evolving landscape of corporate regulations, staying informed is not just an option, but a necessity. The forthcoming Corporate Transparency Act is set to introduce significant changes to reporting requirements for companies, impacting businesses of all...
Inflation can have a big impact on how you structure your estate plan, and so it should be an important consideration when drafting your plan. Recently, interest rates—particularly those instituted by Section 7520—have become more important than ever. After a...
If you have recently lost a loved one, you may be asking yourself what comes next. One of the first steps in settling an estate is going through probate—the legal process by which a deceased person’s assets are distributed to their beneficiaries. However, it is...
If you have a 401k or an IRA retirement plan, it can seem like the rules governing these accounts are always changing. And with the most recent piece of legislation, the SECURE (Setting Every Community Up for Retirement Enhancement) 2.0 Act, another set of rule...