2024 Year End Tax Tips
As we come to the end of the year, [...]
Beware of Inheritance Scams
Whenever large sums of money are involved, don’t be [...]
Address These Estate Planning Priorities First
It’s been said that there’s “no time like the [...]
Loan or Gift?
If you’re like most people, an important goal of [...]
Highlights of the Revised Uniform Guidance
Highlights of the revised Uniform Guidance Federal agencies were [...]
Understanding Board-Designated Net Assets
Sometimes donors put restrictions on their donated funds, and [...]
What You Need to Know About New Overtime Rules
The U.S. Department of Labor (DOL) released a new [...]
A Difficult Decision
Choosing the Right Person to be Your Estate’s Executor [...]
Digital Assets
Properly Account for These Assets in Your Estate Plan [...]
Bringing Back the Bypass Trust
According to some people, the bypass trust [...]