The Corporate Transparency Act Blog

The Corporate Transparency Act Blog

The Corporate Transparency Act: How This New Federal Reporting Mandate Impacts Estate Planning You may have heard that, beginning in January 2024, the U.S. Federal Government Financial Crimes Enforcement Network (FinCEN) is requiring all businesses to report the...
Learn About The New “Legacy IRA” Blog

Learn About The New “Legacy IRA” Blog

Learn About The New “Legacy IRA” Now being called “Legacy IRAs” a few changes set forth in the “SECURE 2.0” act have created a new way for retired individuals to give to a qualified charitable organization while possibly lowering their taxable income and decreasing...
Don’t Let Estate Fraud Happen To You Blog

Don’t Let Estate Fraud Happen To You Blog

Don’t Let Estate Fraud Happen To You In 2016, an unassuming man named Joseph Stancak was found dead at age 87 in his Chicago home. He was reclusive, had no children, and left $11 million in his bank account. He had no will, no surviving parents, and no surviving...
Don’t Get Blindsided By A Conservatorship

Don’t Get Blindsided By A Conservatorship

Most of our readers will be familiar with the 2009 movie, “The Blind Side” which tells the “rags to riches” life story of NFL Football player Michael Oher. In the film, Oher is taken in off the streets by Sean and Leigh Anne Tuohy and treated as a member of the...
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