Year-End Estate Planning: A Perfect Time Review or Begin

Year-end is a great time to review and update your estate plan. As tax laws, personal circumstances, and financial goals change, it’s important to ensure your estate planning strategy remains aligned with your current situation. Here are several tips to consider...

Deposit Up to $19,000 to Your ABLE Account in 2025

Ten years ago, Congress passed the Stephen Beck, Jr., Achieving a Better Life Experience (ABLE) Act of 2014, which provided people with disabilities with the opportunity to save money, tax-free, in something called an ABLE account. Benefits of an ABLE Account These...

Avoiding 4 Main Obstacles to Digital-Era Estate Planning

Identifying the digital property you own and managing it is more necessary than ever. From smart home devices to online investments and bank accounts, we’ve gone way beyond using the internet to email family and social media to connect with friends. In a recent...

Unpaid Family Caregiving Is Worth a Six-Figure Salary

As the population ages, the number of people affected by Alzheimer’s disease and other forms of dementia continues to rise. In turn, families increasingly find themselves providing unpaid care to loved ones with cognitive impairments. This caregiving role, though...