Insights and resources to support your family – today, tomorrow and for generations to come.
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 has implemented some new procedures to prevent financial exploitation of our customers, particularly in the case of diminished capacity. While safeguards put into place by Great Plains and other...
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...
Cost Segregation Analysis
What is a Cost Segregation Analysis? A cost segregation study allows real property owners to increase cash flow by deferring and reducing...
The Dirty Dozen
As we move into tax season, we would like you to be aware of some helpful information published by the IRS referred to as the “Dirty...
Spousal Lifetime Access Trust (SLAT)
Since the 2017 Tax Cuts and Jobs Act, the lifetime estate and gift tax exemption has been historically high - $12.92 million for...
What is an In-Service Rollover and Should I Consider it?
Employer Retirement Plans can be excellent vehicles to help save for retirement. Money is typically invested on a pre-tax basis and then...
Giving Tools
As we move into the last quarter of 2023 and the season of giving, it seems a good time to discuss charitable giving. Long-term giving...
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