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Retirement readiness
A recent survey from the Nationwide Retirement Institute suggests growing anxiety about retirement among those in the last decade of their careers.
Read MoreEach month, we publish the Trust & Investment Update, a valuable newsletter that shares insights on financial planning, trust and estate management, and any impactful legislative updates relevant to your wealth management strategy.
Additionally, you’ll find valuable articles below on various financial management topics to help keep you informed.
2024 Articles
How to value a family business
For business owners, before estate planning questions and issues of succession can be addressed, an accurate valuation is needed.
Read MoreWhere’s my refund?
To reduce the number of telephone calls to the IRS, the Service has improved its online support for tracking refunds for taxpayers. Instructions and a link to the tool may be found here.
Read MoreGiving while living
Before there was The Giving Pledge established by Bill Gates and Warren Buffett, there was Chuck Feeney. Feeney was a philanthropist that few have heard of because he hated publicity.
Read MoreRoth plan tweaks
A variety of rule changes for retirement plans were enacted a year ago in the SECURE Act 2.0. This article reviews changes affecting Roth retirement accounts that took effect on January 1, 2024.
Read More2023 Articles
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2022 Articles
Post-death property
More and more estates are getting argued over after the passing of a friend or family member. Read about what happens to your property after death.
Read MorePlanning ahead
How's your health? Your family history? You'll want to take these into account, and you probably should plan for longer than you expect to live.
Read MoreDisappointment for NFT collectors
Learn about how a recent collectibles craze may have peaked.
Read MoreFear of missing out
"FOMO" is not a sound investment philosophy. Learn the three things that everyone should not miss out on, according to Ms. Schock.
Read MoreTax notes from the 2023 budget proposal
The most notable proposal is income taxation of unrealized capital gains. Learn about the tax notes from the 2023 budget proposal.
Read MoreAssuming a will has been destroyed
It is important to have a will, but even more important to take steps to ensure the will is available to heirs after you pass away. Read about the problems Theodore faces after he lost his will.
Read More2021 Articles
Inflation Watch Continues
Investors remain very nervous about where inflation is headed. Recently, the Case-Shiller national home price index posted its largest year-over-year increase since the index was created.
Read MoreThe IRS’ “Dirty Dozen” for 2021
Each year the IRS puts a spotlight on scams that could have tax implications. Their recent report shows the influence of the coronavirus pandemic on the criminal activities of scammers.
Read MoreGift Values During a Pandemic
The value for federal gift tax purposes of a gift of $100,000 in cash is $100,000, and the same is true for the value of $100,000 worth of publicly traded stock. Those are the easy cases.
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