Insights and resources to support your family – today, tomorrow and for generations to come.
Why Banks May Reject Your Durable Power of Attorney
A durable power of attorney is a legal document that authorizes a named agent to manage the finances of a principal. It enables the agent to interact with banks and institutions where the principal has financial accounts. While it is important to execute a legally...
Preparing for Potential Tax Changes Under a Second Trump Administration
With the second inauguration of President Donald Trump, now is an opportune time to evaluate how potential changes to tax policy could...
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...
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...
Newsletter Signup
Access insights and guidance to help guide your journey.