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Jun 8, 2023

Top 10 Tax Breaks for Military Service Members

Active-duty service members, veterans and their families deserve our gratitude for their sacrifices for our country. One small “thank you” from the government comes in the form of tax breaks to service members serving here and abroad. Here are 10 breaks for military families to consider. New Law Approves Military Spouse CreditThe SECURE 2.0 Act carves…

Jun 5, 2023

Ways to Secure Your Estate Plan

Estate planning isn’t just for the rich and famous. For example, you may have family heirlooms (such as jewelry or artwork) or real property that has sentimental value to certain family members. Wills and trusts can help ensure that your estate is divvied up fairly after your passing. But you won’t be around to explain or…

May 31, 2023

Do You Have Will Power?

According to a recent report, only 42% of Americans have estate planning documents, such as a will or living trust.1  This may not be entirely surprising. No one wants to be reminded of his or her own mortality or spend too much time thinking about what might happen once they’re gone. Tip: Let Them KnowYour will may…

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Recent Posts

  • New Law Reduces Tax Odds for Gamblers
  • Seven Non-Tax Reasons to Create a Trust
  • How Industry Fits into the Valuation Puzzle
  • Timing Is Everything: How to Handle Subsequent Events in Valuation
  • New Tax Rules Have Been Set: Start Planning Now

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