News & Articles
HSA Inflation Adjusted Amounts for 2025
In Rev. Proc. 2024-25, the IRS made changes for health savings accounts (HSAs) and high…
State Tax Considerations in Retirement and Estate Planning
For those of us in our working years, we may dream of a retirement destination…
RMDs from Inherited IRAs Deferred Until 2025
On April 16, 2024, the Internal Revenue Services (IRS) released Notice 2024-35, granting relief (again!) for…
Utilizing a Lifetime Trust as Part of Your Estate Plan
In recent years, more of our clients have been asking us to incorporate lifetime trusts…
An Estate Planning Summer Pack List
Summertime is (almost) here! Are you traveling this summer? We would love for you to…
Summer Vacations are a Perfect Time to Talk to Your Family About Estate Planning
Summer vacations are a cherished time for families to come together, unwind, and create lasting…
How to Make Sure Your Beneficiary Designations Intersect with the Rest of Your Estate Plan
Coordinating your Last Will and Testament (or Revocable Trust) with your beneficiary designations is an…
The Intersection of Your Will/Trust, Joint Accounts, and Beneficiary Designations
Coordinating your Last Will and Testament (or Revocable Trust) with your account ownership titling and…
Who’s On Your Estate Planning Team?
by John Montoya Your estate plan helps protect your loved ones – mentally, emotionally, and…
Lifetime Exemption – Is now the time to Make gifts?
by Matt Schwartz During an election year, it is natural to relate your profession to…
Do I have to pay income tax on my inheritance?
A Primer on Fiduciary Income Tax. This is one of the most common questions we…
Caring For Your Family
by Matt Schwartz On January 13, 2013, my father-in-law passed away. He had been battling…