Consultation Request – Thank You2023-10-29T17:40:00-04:00

Support a Charity – and Your Loved Ones – With a CLAT

A charitable lead annuity trust (CLAT) is an estate planning tool whereby a person (grantor) creates a trust that initially benefits a charitable organization, foundation, or other qualifying entity for a defined period. After this time ends, the CLAT’s remaining [...]

Estate Planning Basics: What Is a Beneficiary to a Will?

People create wills to establish what happens to their money and assets when they pass away. In these estate planning documents, they can name beneficiaries – individuals who will receive money, other assets, or specific bequests like sentimental items upon [...]

Estate Planning: 3 Things to Know About Being an Executor

An executor is a person or entity you choose to carry out your last wishes outlined in your will. Your executor should be someone you trust is responsible enough to manage your estate after you pass away. Choosing an executor [...]

IRS: You Can Contribute More to Retirement Starting in 2023

In October 2022, the Internal Revenue Service (IRS) announced contribution limitation adjustments for employee retirement plans in response to inflation. The IRS issued Notice 2022-55, which describes cost-of-living adjustments for retirement and pension plans. The changes are effective January 1, 2023. [...]

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