Clients want to know: What’s deductible and what’s not?
Whether you are an estate planning attorney, financial advisor, or accountant, you’ve probably seen an uptick in client questions about
Courtney Larson
October 9, 2023
Whether you are an estate planning attorney, financial advisor, or accountant, you’ve probably seen an uptick in client questions about
Legislation known as SECURE 2.0 contained a dizzying array of changes to the laws governing retirement plans. Passed at the
As you build your estate plan and consider how to provide for your adult children, keep in mind that naming
August is National Make-A-Will Month. This means your clients may be reading articles and hearing about estate planning more this
The FM Area Foundation is committed to working with you and your family to fulfill your charitable goals, whether those
Did you know the FM Area Foundation provides “regret mitigation” services? We’re only half kidding! Not surprisingly, financial regrets are
Differing views within families are nothing new; differing views about nearly anything and everything is centuries old. For generations and
Proposed legislation known as the Charitable Act appears to be gaining momentum. The bill calls for making available a “below
The change of seasons is often an opportunity to catch our breath and reassess. We’re done with taxes, really done
Most attorneys, accountants, and financial advisors are well-aware of donor-advised funds and the reasons behind their popularity. Especially when a