A Living Trust Primer

A Living Trust Primer

A Living Trust Primer A living trust is a popular consideration in many estate strategy conversations, but its appropriateness will depend upon your individual needs and objectives. What is a Living Trust? A living trust is created while you are alive and funded with...
Building Your Legacy

Building Your Legacy

Building Your Legacy Carve your name on hearts, not tombstones. A legacy is etched into the minds of others and the stories they share about you.Shannon L. Alder The desire to leave a legacy may be the height of altruism for it is a gift to the future, the benefit of...
A Decision Not Made Is Still a Decision

A Decision Not Made Is Still a Decision

A Decision Not Made Is Still a Decision Whether through inertia or trepidation, investors who put off important investment decisions might consider the admonition offered by motivational speaker Brian Tracy, “Almost any decision is better than no decision at...
Social Security Fairness Act’s New Chapter

Social Security Fairness Act’s New Chapter

Social Security Fairness Act’s New Chapter The Social Security Fairness Act, signed into law in December 2024, adjusts two longstanding provisions that previously reduced Social Security benefits for certain recipients: the Windfall Elimination Provision (WEP)...