November News…

Starting in 2026, taxpayers who elect to take the standard deduction on their 1040 Tax Return will be able to claim a deduction for charitable cash contributions. The limits of this deduction are $1,000 if you are a single filer (or married filing separately), or...

Fall- a season for change…

On July 4th, 2025, The One Big Beautiful Bill Act (OBBBA) was signed into law by President Trump. The bill makes several changes to the tax code set to take effect next year, which have meaningful implications for estate planning. The following are some effects of the...

June Jargon

If something happened to you tomorrow, would your family know where to find your estate plan? One simple but often overlooked step is making sure your estate planning binder is stored in a safeplace—and that your named Trustee (or Executor) knows exactly where to find...