- Page 1
-
What the "One Big Beautiful Bill" Means for Retirement and Wealth PlanningThe OBBB introduces a wide range of tax law changes—from higher deductions to expanded savings incentives—that could significantly benefit retirees and those planning for retirement.
-
Holiday Planning: Incorporating Family Traditions into Estate PlansChatGPT said: The article shows how integrating family traditions, clear communication, and intentional gifting into estate planning can transform it from a legal process into a meaningful way to preserve connection across generations.
-
Inheriting a Home: The Hidden Financial Burdens for Your HeirsMany parents see the family home as a legacy, but without careful planning and open discussion, heirs may struggle with the financial and legal responsibilities of inheriting it.