A new tax bill—officially called the “One Big Beautiful Bill Act” (OBBBA)—was recently signed into law, and we wanted to share a …
Despite some misleading assertions to the contrary, trusts are not the solution for every estate plan. Trusts come with baggage and the …
The end of the year marks the time when many people are doing two things simultaneously. First, they are deciding how much …
Many people desire to tithe both during life and after death. Accordingly, giving 10% of their estate to their church (or other …
A parent can structure a gift of $1M to a child today such that neither the child nor the parent will pay …
Whether you know it or not, your “estate” is comprised of different assets with different attributes. Some of your assets will be …
If you're approaching retirement, understanding Required Minimum Distributions (RMDs) is essential. In this quick video, Katie Mulhausen explains when and why the IRS requires you to start withdrawing from your retirement accounts, how RMDs are calculated, and what your options are—including how to reduce your tax burden with Qualified Charitable Distributions (QCDs). Get clarity on a key part of retirement planning!
Commonly called “Probate,” the laws that dictate the handling of a person’s assets after their death usually depend on the state …
Diversity comes in many forms and many related ways of accommodating different needs. When parents are planning for the needs of children …
