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Agricultural Estate Planning

Agricultural Estate Planning

Planning for succession and estate planning for farm and ranch land, livestock, equipment, and other personal property can be challenging. There is a common misconception that federal estate taxes threaten farm or ranch property, preventing assets from getting to rightful…

The Dangers of DIY Wills

The Dangers of DIY Wills

Upon your death, your will addresses who will inherit your assets and properties. Wills are legally binding when properly filled out. Your will names a personal representative (executor) who will carry out your directives. In addition to asset distribution, your…

Survivorship Estate Planning

Survivorship Estate Planning

When you lose a spouse or long-term partner, it is difficult to think beyond your grief. However, it is crucial to understand there are important and timely decisions you need to make regarding your finances and personal estate plan. In…

A 2023 Benefit Increase for Social Security

A 2023 Benefit Increase for Social Security

Benefits for Social Security and Supplemental Security Income will increase by 8.7% in 2023. That is an increase of more than $140 per month, on average and good news for those receiving or applying for benefits. Cost-of-Living Adjustment This 8.7%…

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