There are new tax proposals working their way through the House and Senate. These proposals, if passed, would change retirement savings significantly. Read on to learn more about these proposals and whether they might impact you or your clients.
Whom should you name as the beneficiary of your IRA or Qualified Plan? Sometimes, it can be best to name a trust for your intended beneficiary. Read on to see the protections a trust can offer that a direct designation of the individual would not.
Unfortunately, the majority of americans fail to have any estate plan in place at all. Of those that do have an estate plan, the living trust plan is gaining popularity. However, not all living trusts are the same. There are many bare-bones living trusts. These trusts barely scrap the surface to an effective estate plan. […]
The Highway Investment, Job Creation, and Economic Growth Act of 2012 is the latest transportation funding bill. The purpose of the proposed legislation is to finance transit, highway and bridge improvements. The bill would make critical infrastructure investments across the country and create good-paying jobs by fully funding the Highway Trust Fund and the projects […]