Our Company News
Are You Sure You Want to Be an Executor?
Being named as an estate executor is often considered an honor, and you will be compensated for your efforts. But is it worth all the potential trouble? Continue Reading Are You Sure You Want to Be an Executor?
The Latest on Wealth Taxes
The concept of a wealth tax—applying a tax to the value of someone’s assets—has become popular in some state legislatures in the last few years. Are they likely to catch on anytime soon? Continue Reading The Latest on Wealth Taxes
Social Security and Divorce
Divorced spouses may be caught unaware that they could be eligible for a Social Security benefit based on their ex’s work history. The rules are complicated, but if you’re in that situation, there may be a pleasant surprise waiting for you: collecting a Social Security benefit you didn’t even know existed. Continue Reading Social Security and Divorce
How Much Does Life Insurance Really Cost?
A recent survey by LIMRA presented a jarring statistic: young adults believe that the cost of a life insurance policy is 10 to 12 times higher than it really is. The truth is that, for young people, the security and peace of mind a life insurance policy may provide may be a lot more affordable than you think. Continue Reading How Much Does Life Insurance Really Cost?
The IRS Dirty Dozen 2026
The IRS has published its annual “Dirty Dozen” list for 2026. As always, scammers keep coming up with new tricks to snare unsuspecting taxpayers. It’s best to know what you’re up against! Continue Reading The IRS Dirty Dozen 2026
So, What Exactly Is a Trump Account?
Trump Accounts were just signed into law last July, and they are undeniably popular. Are they worth looking into? Continue Reading So, What Exactly Is a Trump Account?
Estate Planning When You Live in a Foreign Country
There are many American citizens who will spend an extended period outside the United States. What happens to your estate if you die while residing in a foreign country? It’s complicated. Planning is essential. Continue Reading Estate Planning When You Live in a Foreign Country
Business Planning Needed Now More Than Ever
Due to the One Big Beautiful Bill Act, the U.S. Supreme Court and current employment conditions, there’s never been a more important time for business owners to review their business succession and employee benefits plans. Continue Reading Business Planning Needed Now More Than Ever