Posts in Estate Planning
A First Look at Tax Updates in the "Big, Beautiful Bill"

On July 4th, 2025 the “big, beautiful bill” was signed into law.  There are many changes/updates included in the new law from taxation and spending to national defense.  While there are many opinions regarding the costs and benefits of the new law, we wanted to take time to outline the provisions that directly relate to our clients and their taxes. 

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An Estate Planning Review Checklist

When it comes to financial planning, one of the easiest and most important things to accomplish is an overall review of your estate plan. We suggest that you review your estate plan every couple of years or when there are changes in your family that may impact your estate planning. Here is a checklist of estate planning items to review that may be helpful.

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Inheriting an IRA? Know the Distribution Rules

With the passage of the SECURE Act, distribution requirements for beneficiaries changed dramatically. Now, non-spousal beneficiaries are required to distribute the entire balance of an inherited IRA within 10 years! This could present an enormous tax burden for those beneficiaries.

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Intra-Family Planning: 5 Wealth Transfer Strategies to Consider

Through hard work and sound financial planning, some find themselves in situations in which they are contemplating intra-family financial planning. That is, identifying financial planning techniques that can be used to financially strengthen the next generation—children and grandchildren.

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Be Proactive When Helping Aging Parents with their Finances

Let’s face it, in today’s world, managing your personal financial affairs can be complex. There are many decisions that need to be made on a weekly or even daily basis. For a large and growing segment of the population, who are trying to help aging parents with their finances, this can be incredibly frustrating, stressful and burdensome.

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Understanding the Tax Implications of an Inheritance

When a loved one passes away, there are many financial decisions that need to be addressed. Anyone who has gone through this process will tell you that it can be overwhelming and stressful. For those who have, or will be receiving an inheritance, it is important to understand the tax implications, so you can make decisions that are consistent with your personal circumstances.

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Estate Planning with Roth IRAs

Roth IRAs are great savings mechanisms and can be used effectively for retirement and education planning. One of the less publicized advantages to Roth IRAs is that they can be a great estate planning technique when someone wants to pass along as much as possible to their heirs.

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Common Types of Trusts Used in Estate Planning

Many financial planning objectives can be accomplished through the utilization of trusts.  Here are several of the most common types of trusts and a brief overview of their purpose…

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