by Haley Hokey | Nov 6, 2025
You’re likely aware that many families in our community are struggling, and you may be wondering how you can help most effectively. Whether increased community needs are triggered by a government shutdown that disrupts paychecks, services, and community programs, a...
by Haley Hokey | Oct 21, 2025
We’ve rounded the corner into the fourth quarter! As the calendar year draws to a close, you’re likely well aware that charitable giving is not only important to your clients as an act of generosity, but also as a powerful tool in tax planning. Consider the...
by Haley Hokey | Oct 21, 2025
Remember the good old days when your clients could withdraw the money they inherited in their parents’ IRAs over the course of their lifetimes, thereby deferring the income tax for as long as possible? This so-called “stretch IRA” was largely eliminated by the SECURE...
by Haley Hokey | Oct 21, 2025
There’s a lot to celebrate in October! National Estate Planning Week For many attorneys, financial advisors, and CPAs, estate planning is part of your client conversations every single month, week, and day of the year. You never hesitate to remind clients to...
by Haley Hokey | Oct 3, 2025
With only a few months left in 2025, it is important to evaluate your philanthropy sooner rather than later. Recently passed tax laws may throw a curveball into the financial planning strategies you’ve set in motion with your advisors. Here are six tips to help...
