530A Accounts aka Trump Accounts: Planning Considerations for Families
Recent legislation enacted under the One Big Beautiful Bill Act (OBBBA) introduced a new custodial, retirement-style account designed to encourage long-term investing for children. Commonly referred to as a “Trump Account,” 530A Accounts represent a new, attractive...
The Basics of Estate Planning
Estate planning matters; you want to ensure that, after your death, your hard-earned assets are distributed to the people or organizations about which you care in an efficient, inexpensive, and tax-advantageous manner. Proper estate planning adds complexity to your...
The Vital Importance of IRAs
We have published this Navigator at this same time each of the past several years in order to highlight the importance of IRAs and to encourage our clients to make their annual IRA contributions prior to the tax filing deadline. Given the vital nature of this topic,...
Understanding How Scams Work and How to Protect Yourself
For as long as human societies have existed, there have been those who look for opportunities to take advantage of the trust, naivete, ignorance, confusion, fear, and/or good intentions of others for their own personal gain. Human nature hasn’t changed in this regard...