Charitable giving has always been a meaningful way for Americans to support the causes they care about—while also receiving a potential tax benefit. With the passage of the One Big Beautiful Bill Act (OBBBA) in July of this year, several important changes to the rules surrounding charitable donations are on the horizon. These changes, which […]
Category: News
Navigating the Impact of Recent Tariffs – Staying Calm and Focused
The recent developments in trade policies, particularly the tariffs issued by the Trump administration, have caused fluctuations in global markets. The current environment remains highly unpredictable as any positive news article, change in policy announcement, tweet, could alter the current landscape quickly. While it’s understandably natural to feel concerned during periods of economic uncertainty, we […]
A 529 College Plan for Your Grandchild: A Great Idea!
I am thrilled to share that my article, “A 529 College Plan for Your Grandchild: A Great Idea!”, has been featured in the latest edition of the Palm Beach Daily News – Estate Planning Supplement. In this piece, I explore the benefits of 529 college savings plans and how they can help grandparents support their […]
Get Ready for Changes to Medicare in 2025
Medicare open enrollment is in full swing and runs until December 7. We encourage clients to understand the changes that will go into effect on January 1. Every year, we see tweaks, but this time around, some changes could really impact coverage choices and costs. Whether you’re already on Medicare or planning to enroll soon, […]