Insights and resources to support your family – today, tomorrow and for generations to come.
Incorporating a Special Needs Trust into Your Estate Plan
Author: Tiffany Wingo, JD Last month’s newsletter detailed the various types of special needs trusts. If you have a family member with a disability, you should consider incorporating a special needs trust into your estate plan. The disabled family member...
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...
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...
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