Wednesday July 15, 2026
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Personal Planner
Bypass the Estate Tax
There are both temporary and permanent rules for federal estate planning. These principles are helpful in creating estate plans, but it is important to understand the potential future changes. Estate Exemption –The 2026 estate exemption will...
Washington News
Summer Launch for IRS Security Summit
On July 7, 2026, the Internal Revenue Service (IRS) announced that it was joining with its Security Summit partners to present a five-week series related to identity theft threats. The title of the series is "Protect Your Clients; Protect...
Savvy Living
Locating Assets After a Loved One Passes Away
After my parent passed away, we discovered several small accounts and an insurance policy that we were not aware existed. This situation made me wonder how often families uncover forgotten or unclaimed assets after a parent dies. Is this a common...
