Wealth Management
Wealth Blog
Posted:
Navigating Change: Retirement Plan Transition Options
If your employer decides to discontinue or terminate your retirement plan, you separate from service, or are ready to retire, you have several…
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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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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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