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Use It or Lose It: Federal Gift and Estate Tax Exemption Set to Sunset at the End of 2025
"The Tax Cuts and Jobs Act (TCJA) of 2017 nearly doubled the federal lifetime gift and estate tax exemption. In 2024, this act currently...
kaitlin317
Oct 12, 20241 min read
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Estate planning for Indigenous Americans
In an article from J.P. Morgan, they explain why estate planning for Indigenous Americans can be slightly more complex, "For Indigenous...
kaitlin317
Oct 12, 20241 min read
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Do you think your company is resilient against cyber risks?
A recent Cohesity study found that, "Most companies fall short on business continuity as malicious threat activity continues to rise."...
kaitlin317
Aug 19, 20241 min read
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Say ‘I Do’ to Estate Planning
"For the many couples who get engaged during this period, the focus is often on planning the wedding, dreaming about the honeymoon, and...
kaitlin317
Jun 20, 20241 min read
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What will the president’s proposal look like for farmers when paying income taxes, capital gains taxes, estate taxes, and more? Find out what the future looks like for Farmers and their families!🧑🌾
Find the article at Farmprogress.com https://www.farmprogress.com/farm-business-planning/how-biden-s-budget-proposals-could-affect-farm...
kaitlin317
Jun 7, 20241 min read
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In the digital age we are living in now, it can be very easy to fall for scam texts, calls, emails, and more, no matter what age you are!
In an article from Marcus.com, it was found that "over the past five years, consumers around the globe have lost $37.4 billion to...
kaitlin317
Apr 19, 20241 min read
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End of Life Planning Market Set to Reach $45.17 Billion by 2030
In a recent article from PR Newswire, a recent surge in global end-of-life planning is projected to attain a market size of $45.17...
kaitlin317
Mar 20, 20241 min read
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From The Washington Post, "Senate report blasts high-end life insurance plans as $40B ‘tax dodge’"
Private Placement Life Insurance has been a hot topic this week as the Democrats on the Senate Finance Committee criticize the tax...
kaitlin317
Feb 23, 20241 min read
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Year End Financial Planning Checklist
2022 is coming to a close, and it's time to reflect on the financial milestones you hit this year, and how to make next year even better....
kaitlin317
Dec 19, 20221 min read
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More Money More Problems
In the article 'The more money a family has, the more complicated estate planning will be' by Noelle Boughton, Canadian tax consultant,...
kaitlin317
Sep 20, 20221 min read
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Remembering The Queen, And All Her Fortunes
After ruling for 7 decades, one can only imagine the personal net-worth that Queen Elizabeth II left behind, "approximately $500 million...
kaitlin317
Sep 10, 20221 min read
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