Posted on July 3, 2023

The issue of raising the debt limit has been resolved, at least until January 2025, and we can all breathe easier now that the United States can continue to pay its debts. Hopefully, in the future, Congress will find a way to eliminate this boondoggle or at least to work around it, as was done… read more

Posted on July 1, 2023

Jessica joined our legal team in August 2022 as an Estate Planning Paralegal, bringing more than ten years of experience in the legal field. Known for her strong work ethic, Jessica assists clients with the preparation of their estate plans, including drafting trusts, wills, and health care powers of attorney and overseeing the signing meetings…. read more

Posted on June 2, 2023

Since the turbulent days of the Great Financial Crisis, the US banking sector has been relatively stable. Rock-bottom borrowing costs and a COVID-19 powered demand for digital services had kept inflows surging. But cracks began to appear, as rising interest rates took a toll, and customers pulled out deposits in classic bank runs from two… read more

Posted on June 2, 2023

Investors have a mystery to solve, as challenging as a tale by Dame Agatha Christie or Sir Arthur Conan Doyle: Why is it that returns from stocks have generally wildly outperformed those from bonds and other fixed income going back about a century? The enigma has been thoroughly researched for almost 40 years, yet economists… read more

Posted on June 1, 2023

Contesting a will can be an expensive and painful struggle. But suppose the will has already been probated (accepted by the court as valid) and the assets distributed to the beneficiaries? Then a challenge becomes exponentially harder, especially as the assets may have been sold or disposed of. New information might have come to light…. read more

Posted on May 31, 2023

Kim Weddington is responsible for assembling the client trust binders and the will folders for our estate planning clients. She is also the funding paralegal for funding trusts. She gets the work done for our clients with maximum efficiency. Kim graduated from the University of Kentucky in 1979, with a degree in elementary education, and… read more

Posted on May 3, 2023

Roz Carothers was recently profiled by the Community Foundation of Southern Indiana in its Advisor Spotlight. “Music was Rosalyn “Roz” Carothers first love. Classical, to be exact. Growing up in Louisville, she had a fascination with a variety of instruments that made up music’s sweet symphonic sound. The art of music was so alluring to… read more

Posted on May 3, 2023

A tax credit known as the Retirement Savings Contributions Credit is designed to offset a percentage of the initial $2,000 that taxpayers put toward their individual retirement accounts or other retirement accounts established through their employers. Also called the Saver’s Credit, this IRS-backed tax credit makes it possible for people with disabilities to contribute to… read more

Posted on May 2, 2023

Those who are at or nearing retirement age may require extra determination and energy to switch to a new career. While fellow retirees are making travel plans or enjoying additional family time, do you really want to commit to further education, retraining or even showing up at a workplace on scheduled days? Is it a… read more

Posted on May 1, 2023

Every time you make a mortgage payment or if your home’s value rises, you build your equity. But what is equity? It’s the difference between what you owe on your mortgage and what your home is currently worth. An equity example: Say you owe $250,000 on your mortgage and your home is worth $350,000. You now… read more