Planning for contingencies is typically one of our least favorite things to do. The onset of the pandemic changed that for many but still there are things we procrastinate with, such as planning for the later years in life. Many a client over the years has told me they simply can’t move out of their […]
The news has been filled with talk about the Reconciliation Bill known as the Inflation Reduction Act of 2022 that was recently signed into law. As is common with most bills, they are lengthy (this one being more than 300 pages) and contain many provisions that are not highlighted and therefore are overlooked. To keep […]
The 2017 Tax Cuts and Jobs Act are set to expire in 2025 and it is not too early to start thinking about those changes and how the expiration of the same may affect you. Many Americans have become complacent with the federal tax exclusions being in the $12 million range this year and think […]
Are you on spouse number 2 or 3 and you have a retirement account? If so, there are certain things to keep in mind. First of all, if you have had your estate planning completed by an estate planner or have a financial advisor/planner, you have most likely addressed this issue. But if you are […]
As we enter August, have you taken time away from your profession this summer – or I will give you – this calendar year? Do you find it hard to unwind, to disconnect? In our world today, it is a temptation to be continuously connected to email, texts, to our phones. Let’s forget the pandemic […]
Connect with Capehart Scatchard