In With the New
As we turn the page on 2025, we have a brand new tax law to consider.
Consider Early QCDs from IRAs in the New Year
The argument for making a Qualified Charitable Distribution from your IRA early in the year.
New Year Checklist
It’s not too late to consider this comprehensive checklist for estate planning in the “new year.”
Resolutions Not to Overlook
You might want to update your list of New Year resolutions.
The Early Bird…
Don’t wait – get those annual exclusion gifts made in January this year.
Commit to Reviewing your Estate Plan
This article provides a good reminder as we begin the new year that estate plans need periodic review and updating. What is your new year’s resolution?