Ask any parent about their goals for estate planning, and their first answer will be their wish to provide for their children. This goal is most effectively accomplished through an estate plan where parents can officially and formally express their wishes and intentions for providing for said children. There are two primary options for leaving […]
It’s fair to say that estate planning has never been truly popular. Research shows that, in 2024, less than one-third of Americans report having a will.[1] And even fewer people are creating estate plans today than in years past. However, the trust is that every adult—whether they are 19 or 99—really should have a will at […]
Many of us are familiar with the story of Snow White and the Seven Dwarfs. Central to the story is the relationship between Snow White and her stepmother. After losing his first wife, the king decided to remarry in order to provide a motherly influence for his daughter, Snow White. While things were peaceful for […]
The U.S. Department of the Treasury has released its General Explanations of the Administration’s Fiscal Year 2025 Revenue Proposals. Commonly referred to as the Greenbook, this document lays out tax proposals that would support President Biden’s policy priorities if he is reelected to a second term. A major focus of this year’s Greenbook is increasing taxes […]
