estate planning

woman is signing contract with business man in background

What’s the new state of your 2022 estate?

Whether you got a pay raise or a retiree COLA, the value of your estate is about to increase. Inflation willing!

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Estate planning is more crucial than ever

The Secure Act drove federal taxes and tax law deeper into the lives of those other than spouses who inherit the wealth you leave behind. It made estate…

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Mike Causey

It’s your estate, but who gets it?

There’s nothing like a once-in-a-lifetime global pandemic to focus one’s thinking. This year has been one for the the books.

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woman is signing contract with business man in background

The art of leaving a legible financial footprint

Most people know they are worth more dead than alive. But many — including those who survive them — don’t know how much more.

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