The newly signed “One Big Beautiful Bill” brings major changes to tax laws, deductions, and estate planning rules. In this post, we break down what’s included, why it matters, and how it impacts your financial plan moving forward.
Category: Estate Planning
Safe Deposit Boxes – Three Reasons Why You Should Avoid Them
We’ll discuss 3 reasons to avoid using safe deposit boxes, and 3 essential tips for those who choose to use them.
The Power of Attorney (POA): The Hidden Hero of Estate Planning
The Power of Attorney document can be an important piece of your financial plan. Richard explains why.
Performing the Duties of an Executor
Can past election cycles provide a clue as to how the stock market might react to the mid-term elections? We analyze.
Estate Planning After a Second Marriage
Marrying again makes estate planning more involved. How do you provide for everyone you love? Should you provide for everyone you love? How do you arrange to transfer wealth in a way that won’t hurt the feelings of certain heirs?