by Shauna Newton | Jan 30, 2025 | Blog
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...
by Shauna Newton | Jan 27, 2025 | Blog
With the second inauguration of President Donald Trump, now is an opportune time to evaluate how potential changes to tax policy could affect your financial strategy. Building on the framework of the Tax Cuts and Jobs Act (TCJA), Trump has signaled intentions to...
by Shauna Newton | Nov 8, 2024 | Blog
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...
by Shauna Newton | Oct 25, 2024 | Blog
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 and consistent with the principal’s intent. A power of attorney is a written document in which a principal gives a designated...
by Shauna Newton | Oct 22, 2024 | Blog
While many people in second marriages with children from previous relationships may think that their family is perfectly blended like “The Brady Bunch,” their heirs may see things differently after the passing of their parents. When stepparents and blended families...
by Shauna Newton | Aug 28, 2024 | Blog
Nearly every American worker is covered by the social insurance program known as Social Security. But many do not fully understand the Social Security system or the benefits to which they are entitled. The goal of this article is to summarize Social Security...
