by Shauna Newton | May 8, 2025 | Blog
Revocable trusts are one of the most popular estate planning tools, as they offer grantors a private, flexible method to transfer assets to their beneficiaries and avoid probate. However, it is not the type of document that is complete when it is signed and dated....
by Shauna Newton | Apr 29, 2025 | Blog
Although it is estimated that someone in America turning 65 today has almost a 70% chance of needing some type of long-term health care services, the reality is that many families are failing to plan sufficiently to cover such costs. A 2024 study conducted by Jackson...
by Shauna Newton | Apr 25, 2025 | Blog
Financial planning is not a one-time task but an ongoing process that evolves alongside your financial situation and goals. Whether you’re focused on building wealth, protecting what you’ve accumulated, or planning your legacy, a well-structured financial plan helps...
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...
