News & Insights

Your Fiduciary Duty as a Trustee or Personal Representative: A Guide to Estate Responsibilities

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By: Jen Danko   Being trusted and appointed to the role of a trustee or personal representative of an estate is a lot to comprehend. It comes with significant responsibilities and […]

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Evaluate Whether a Health Savings Account is Beneficial to You

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With the escalating cost of health care, many people are looking for a more cost-effective way to pay for it. For eligible individuals, a Health Savings Account (HSA) offers a […]

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IRS Issues Guidance on New Retirement Catch-up Contribution Rules

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In December 2022, President Biden signed the Setting Every Community Up for Retirement Enhancement (SECURE) 2.0 Act. Among other things, the sweeping new law made some significant changes to so-called catch-up contributions, […]

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Inheriting Stock or Other Assets? You’ll Receive a Favorable “Stepped-up Basis”

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If you’re planning your estate, or you’ve recently inherited assets, you may be unsure of the “cost” (or “basis”) for tax purposes.   How do the rules work? Under the […]

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The Importance of Pre-Death Estate Planning

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By: Jen Danko  Planning for the future is a responsibility we all share. One crucial piece of crafting a solid life plan that often gets overlooked is estate planning.   […]

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