By: Stephany Pedigo Days ago, I watched our baby girl back out of our driveway in her trusty SUV that once belonged to her grandparents to venture boldly to a new state and new chapter in her life. This fall marks the third and final time we will send one of our precious children off to begin Continue Reading
A Win-Win Situation: How Charitable Gift Annuities Provide Benefits for Both Donor and Recipient
By: Alexis B. Crutchfield Are you looking for a way to decrease your income tax obligation after retirement while supporting your alma mater or a favorite charity? A charitable gift annuity may be the right answer for you. The American Council on Gift Annuities defines a charitable gift Continue Reading
Bad Dog! Toy Maker in the Trademark Dog House Over “Bad Spaniel’s” Parody
Photo Credit: Bloomberg.com On June 8, 2023, the U.S. Supreme Court issued a unanimous ruling that a dog chew toy in the shape of a JACK DANIEL'S whiskey bottle and marketed under the name BAD SPANIEL'S, intended as a parody, would not be afforded heightened protections typically granted to Continue Reading
Estate and Succession Planning Considerations for Business Owners
By: David B. Roberts Estate planning is important for everyone but is especially vital for the future success of small businesses. Proactively planning for the death or retirement of business owners removes uncertainty surrounding ownership transitions and allows owners to set their businesses up Continue Reading
Beneficial Ownership Reporting Requirements Under the Corporate Transparency Act
Increased reporting obligations are on the horizon as Congress attempts to crack down on money laundering and other illicit activity. These requirements are part of the newly enacted Corporate Transparency Act (CTA). They will impact many entities, including LLCs formed for investment purposes or to Continue Reading
Navigating Veteran Disabilities Under the PACT Act
The Promise to Address Comprehensive Toxics (PACT) Act expanded the benefits offered to veterans exposed to toxic substances in Iraq and Afghanistan. For post-9/11 combat veterans, the PACT Act extends the period of time they have to enroll in Veterans Affairs (VA) health care to 10 years Continue Reading
New Guidance for Inherited IRAs
Historically, if one inherited an IRA, he or she was able to stretch the distributions over the beneficiary’s lifetime. However, under the SECURE Act, passed in 2019, those stretch out rules were changed for most individuals inheriting IRAs. Under the SECURE Act, the general rule is that the Continue Reading
Millennials — When Raising Young Children and Caring for Aging Parents Collide
Currently, there is no lack of opinion regarding the millennial generation. As a millennial, it is not hard to understand why. However, despite the potential dividing views on this particular generation, there is one common fact that is applicable to all generations — "Father Time is undefeated." Continue Reading
It May Be Time to Contact an Aging Care Professional
I turned 55 in March and just realized that I am now what they call "middle-aged." This seems to have happened quickly, as I have heard many others say before. Suddenly you wake up, your kids are grown, you are immersed in work, and your body doesn't feel the same way it did in the past. But nothing Continue Reading
Hot-Button Questions Answered Regarding Conservatorships
By now, most of us have seen the media coverage and are well aware of Britney Spears' controversial conservatorship case. Spears became "the international face of a movement," which, according to the Wolters Kluwer article "The Year in Review and Trends for 2022," questions "restrictive, protective Continue Reading