by amanda | Dec 14, 2023 | Uncategorized
Recently, a headline titled “Eight Lessons from Killers of the Flower Moon” caught my eye, and the idea for this two-part blog took hold. Read More
by amanda | Dec 13, 2023 | Uncategorized
From 2010 to 2021, interest rates remained at historically low levels, and as a result, many estate plans were designed to work best in such environments. However, with the rise in interest rates, it is crucial to consider and potentially implement estate planning...
by amanda | Dec 10, 2023 | Uncategorized
As Thanksgiving approaches, we are faced with reminders to express gratitude for the blessings in our lives – family, friendships, kindnesses bestowed upon us and the means to meet our everyday necessities. This season prompts reflection, encouraging many to...
by amanda | Dec 4, 2023 | Uncategorized
Divorce can be a challenging and emotionally draining experience, leaving individuals with numerous legal and personal matters to resolve. Amidst all the turmoil, it is vital for people to understand the significance of updating beneficiaries on various accounts and...
by amanda | Dec 2, 2023 | Uncategorized
Charitable gifts offer a great opportunity to reduce income tax liability. When a taxpayer makes a charitable contribution, typically they get an offsetting charitable income tax deduction. Unfortunately, that offsetting deduction doesn’t always end up reducing...