by letpa | Jul 9, 2024 | eNewsletter Articles, News
Ready or not, we are entering another presidential election season. If you are like most Americans, the economy is top of mind when it comes to evaluating the candidates. But even if you do not intend to vote, the tax policies of the next administration could have a...
by letpa | Jun 7, 2024 | News
Today, more young adults are living at home with their parents than at any time since the 1940s. While opinions vary on this trend’s causes and implications, financial reasons are typically the primary motivation. Most adult children who still live at home plan...
by letpa | May 20, 2024 | eNewsletter Articles, News
Did Aretha Franklin Die Without a Will? A Cautionary Tale for Estate Planning Too little estate planning can put your heirs in a bind and tie up your estate in time-consuming and costly probate litigation. As the legal saga of Aretha Franklin’s estate shows,...
by letpa | May 20, 2024 | eNewsletter Articles, News
We are at the precipice of what is being called “The Greatest Wealth Transfer in History,” as baby boomers are set to pass down $84 trillion to younger generations.[1] Every parent wants to see their children succeed. But some may wonder whether an inheritance will...
by letpa | Apr 19, 2024 | eNewsletter Articles, News
When people begin getting their affairs in order through the creation of an estate plan, they often face a delicate balancing act between saving on income and estate taxes, protecting their hard-earned savings from their ultimate beneficiaries’ creditors, and...
