The Internal Revenue Service has issued a release explaining changes in retirement plan limits for 2026. Below is a summary of this release. The provisions can be complex, so current and prospective plan participants should work with a financial professional. Highlights of changes for 2026 The annual contribution limit for employees who participate in […]
Financial Planning
Taxes and Divorce
Is your relationship coming to a close? If so, you are likely feeling a lot of sadness, confusion, dissatisfaction, and unhappiness. In addition to all the emotions that arise in the face of separation and divorce, you’re also expected to think about the way your tax filing status will change. But what happens when the […]
Protect Your Digital Assets
Digital estate plans are effective ways by which you can successfully protect yourself online. They can help you safeguard yourself against identity theft and the illegal reception of monetary information regarding your business finances as well as private files, like insurance paperwork. When you run a business and your company has a digital footprint in […]
Should I Leave My Child a Buck?
Even the most meticulous parents can overlook important details when drafting their wills and allocating their estates. While the amounts left to beneficiaries may vary, the significance of precise wording should never be underestimated. Parents might even wonder: should I leave my child a buck? Conscientious parents might draft their wills after the birth of […]
A Close Look at a Trustees Duties
Julius Caesar’s wife was not a trustee, but she was (rather unfairly) expected to act like one. When she rebuffed a man who had tried to seduce her, Caesar divorced her anyway on the grounds that she must never even be suspected of unseemly behavior: “Caesar’s wife must be beyond suspicion.” The highest ethical standards […]
Bridging the Past and Future
The best Estate Planners stay current on the latest trends. The American Academy of Estate Planning Attorneys held its semi-annual conference providing education on selected topics designed to inspire excellence in its Members.
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