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Business Ownership Insights: Corporate Transparency Act By Doug Warren, JD; Trust Officer   Summary: The Corporate Transparency Act (CTA), effective January 1, 2024, impacts millions of…
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Plan Sponsor Update – 2024 Retirement & Employee Benefit Plan Limits The Internal Revenue Service released 2024 cost-of-living adjustments for dollar limitations on benefits and contributions.…
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That Time of Year By Ronald Glenn, M.A., CFP®
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Estate-Planning Tools: Transfer on Death Instrument   By Doug Warren, JD The Illinois Real Estate Transfer on Death Instrument Act (755 ILCS 27/1 et seq.) has been in existence for a…
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By Doug Warren, JD Most Americans give to charity on a regular basis. What many Americans may not realize is that their charitable donations are not receiving the same tax benefits that they once…
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By Patricia Fong, JD, CTFA, CAP®   SUMMARY:  Charitable giving is a great way to help save on income taxes, maximize your impact on a charitable legacy you hold dear to your heart,…
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Will a Nursing Home Take All My Assets? By Doug Warren, JD A concern we frequently hear goes something like this: “If I ever go into a nursing home, they’re going to take all my assets!” While…
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By Patricia Fong, JD, CTFA, CAP®   SUMMARY:  A giving legacy can help fulfill your philanthropic goals.   OUR PERSPECTIVE: Many of us think that only people like Warren…
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by David Allen, JD   1. Requires auto-enrollment in 401(k) plans Most employers starting new workplace retirement savings plans will be required to automatically enroll employees in the…
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By Chris LaPorta, CTFA, AFIM Senior Portfolio Manager   What is FTX?
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