Tax Savings
Recently we have been hearing a lot about the tax savings from "Loss Harvesting". Since the end of the year...
Legacy Letter
A helpful and thoughtful way to express your wishes and gratitude for your loved ones is by leaving a letter...
Highest Federal Income Tax Rate
Following the July 21st Tuesday Tip, at its peak, the highest federal income tax rate was 94% in 1944. #TuesdayTip...
Highest Federal Income Tax Rate
Do you know what the highest federal income tax rate was? Be sure to check back next week to see...
Guardianship
Do you have a minor child or take care of someone with special needs? Naming a guardian for them should...
Do Your Documents Reflect Your Current Thinking?
Do your estate planning documents reflect your current thinking? If they do not, or you are unsure if they do,...
Updating Your Estate Planning Documents: Fiduciary Trust International
In light of current events with COVID-19, Fiduciary Trust International published an article on the importance of maintaining your estate...
CARES Act Charitable Deduction
Did you know the new CARES Act just signed into law may allow you a charitable deduction of 100% of...
Someone Trying To Get You To Review Your Estate Planning Documents?
Secure Act, Cares Act and Coronavirus, do you think someone is trying to get you to review, perhaps update, your...
SECURE Act
Do you know what the SECURE Act is? The President signed it in late December. #TuesdayTip Robin A. Lloyd, Sr.,...