by amanda | Uncategorized
If you’re like a lot of aspiring homebuyers, there’s a major hurdle standing in your way – the cost of living. Read More
by amanda | Uncategorized
In 2024, there were 27 major disasters including hurricanes, floods, and wildfires. This year has begun in much the same way with wildfires ravaging parts of California. During any crisis, people tend to feel an increased sense of anxiety and a decreased sense of...
by amanda | Uncategorized
As we enter 2025, it’s important to stay informed about the current federal estate and gift tax laws, including annual exclusion limits and significant changes anticipated by the end of this year. Annual Exclusion Amount- The annual exclusion amount for gifts in...
by amanda | Uncategorized
The Chicago Bears are a charter member of the National Football League, with ownership maintained by George Halas and later, his daughter, Virginia Halas McCaskey, for over 100 years. Upon Virginia McCaskey’s death last week, NFL onlookers and estate planners...
by amanda | Uncategorized
There’s one essential step in the homebuying process you may not know a whole lot about and that’s pre-approval. Read More
by amanda | Uncategorized
You likely have created revocable or irrevocable trusts, or a few of both, in your estate plan. Ideally, these have been properly drafted with plenty of flexibility so that they can continue to meet your wealth planning goals into the next generations. But even with...
