How to Future-Proof Your Finances in a Politically Volatile Year

Congress is stalled. Tax policy is uncertain. But your strategy doesn’t have to be.

Icon of a person in purple color.Dan Nicholson

Investors Shift to Safer Ground as Economic Uncertainty Persists

Amid market volatility and slowing growth, bond funds and high-yield savings accounts are attracting record inflows.

Icon of a person in purple color.Dan Nicholson

Portability in Estate Planning: Maximizing Tax Benefits Before 2026

Understanding how to leverage unused estate tax exemptions to protect your legacy amid impending tax law changes.

Icon of a person in purple color.Mike Bascom

Trusts Gain Traction in Real Estate Transfers

In high-value markets, the use of trusts in property sales is rising, offering benefits for tax planning, privacy, and wealth transfer.

Icon of a person in purple color.Terry DuPont

The Rise of AI in Estate Planning: Balancing Innovation with Human Insights

As AI tools become more prevalent in estate planning, understanding their benefits and limitations is essential.

Icon of a person in purple color.Brad Bascom
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