Insights and resources to support your family – today, tomorrow and for generations to come.
End of Year Tax Options
When the majority of people think of the tax calendar, April 15th is often the most important date in their minds. Although Tax Day is an important day for most businesses and individuals, the most important tax decisions are made in the final months of the year. The...
Customizing a Power of Attorney
A power of attorney is a powerful tool in the estate planning tool kit. But it is essential that it is drafted correctly to be effective...
Unique Challenges in Estate Planning for Blended Families
While many people in second marriages with children from previous relationships may think that their family is perfectly blended like “The...
The Great Debate on Social Security (Part Two)
Nearly every American worker is covered by the social insurance program known as Social Security. But many do not fully understand the...
Bulletproof Estate Planning
Safeguarding Your Firearms for Current & Future Generations Firearms ownership is a delicate but ever-present topic in both American...
Diminished Capacity
How to Best Protect Your Finances in Case of Cognitive Decline (Part Two) In our previous post we explained how Great Plains Trust Company...
Spring Cleaning 2024
With the start summer, now is the perfect time to do some “spring cleaning” to get your financial records and estate planning documents in...
The Great Debate on Social Security (Part One)
The Trustees of the Old-Age and Survivors Insurance (OASI) trust fund provide an annual report on the current and projected financial...
New FinCEN Reporting Requirements for Small Businesses
As part of the Corporate Transparency Act which was passed by Congress in 2021, small businesses have new reporting requirements beginning...
Diminished Capacity – How to Best Protect Your Finances in Case of Cognitive Decline (Part One)
As we age, our “financial capacity” or our ability to make good financial decisions naturally declines. But at what age do most adults...
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