When we hear the term estate planning, we often think of wills or maybe a financial to-do list for the later stages of life. But estate planning is about more than just deciding who gets what—it's about protecting your legacy, ensuring your loved ones are cared for and keeping your financial life in order no matter what the future holds.
What happens to debt when someone dies isn't as straightforward as you might think. This post covers which debts disappear at death and which ones families need to strategically plan for to protect inherited property.
Is your kitchen bursting with fresh summer vegetables and wondering what to make? Mackey’s recipe is summer on a plate—simple, vibrant and full of flavor. Whether you just came back from the farmer’s market or your garden is in overdrive, this dish makes the most of the season’s best ingredients.
The transition to college marks a major milestone—not just for students, but for families as a whole. As fall approaches and college move-in dates creep closer, parents are navigating an exciting (and sometimes overwhelming) season of change. Whether your child is heading off for their first year or returning for another semester, there are important financial and logistical steps to take now that can set your family up for a smoother, more confident transition.
Congress just passed legislation with several tax provisions that could significantly impact your financial planning strategy for 2025 and beyond.
We've identified the three changes our clients are asking about most—and chances are, at least one of them will affect your situation too.
When we hear the term estate planning, we often think of wills or maybe a financial to-do list for the later stages of life. But estate planning is about more than just deciding who gets what—it's about protecting your legacy, ensuring your loved ones are cared for and keeping your financial life in order no matter what the future holds.
