A new year means new tax figures for individuals

Many tax figures are annually adjusted for inflation and typically increase each year (or at least every few ...
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Making health care decisions while you’re still healthy benefits you and your family

Integrating health care decisions into your estate plan is important because it ensures they are thoughtful, informed and ...
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More individuals with disabilities will be eligible for tax-advantaged ABLE accounts in 2026

Did you know there’s a tax-advantaged way to save for the expenses of a person with a disability ...
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Feeling Charitable? Act (or Don’t Act) Now

The One Big Beautiful Bill ("OBBBA") preserved one familiar charitable giving rule-but quietly changed several others in ways ...
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Changes to charitable donation deductions are on the horizon

Beginning in 2026, individuals who itemize deductions and donate to charity will face a new limit on their ...
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Caution is required when addressing a gun collection in your estate plan

For many, the primary reason for creating an estate plan is to ensure their assets are passed on ...
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Checking off RMDs on the year-end to-do list

You likely have a lot of things to do between now and the end of the year, such ...
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Should you own assets jointly with an adult child?

Owning assets with your adult child as “joint tenants with right of survivorship” may seem like a simple ...
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Pairing a living trust with a pour-over will can help cover all your assets

A living trust is one of the most versatile estate planning tools available. It offers a streamlined way ...
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Have you used up your 2025 FSA funds?

If you have a flexible spending account (FSA) through your employer to help pay for health or dependent ...
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Ease the burden on your family immediately after your death by planning now

Planning for the end of life is never easy, but including your funeral and memorial wishes in your ...
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New itemized deduction limitation will affect high-income individuals next year

Beginning in 2026, taxpayers in the top federal income tax bracket will see their itemized deductions reduced. If ...
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