Posted on December 2, 2025

A recent report found the average retirement age in the U.S. is 62, while another survey found that 54% of people want to live to 100. That’s potentially 30 or 40 years of post-career life — a span that deserves as much planning and care as your working years. While many plan for the financial… read more

Posted on December 1, 2025

The Internal Revenue Service has issued a release explaining changes in retirement plan limits for 2026. Below is a summary of this release. The provisions can be complex, so current and prospective plan participants should work with a financial professional. Highlights of changes for 2026 The annual contribution limit for employees who participate in 401(k),… read more

Posted on December 1, 2025

Roz Carothers,  Scott Triplett,  Travis Triplett,  Katherine Garbarino,  James Fine, Brooks Alexander,  Madison Hook,  Jordan Olinger,  Cissina Tanner,  Kim Weddington,  Lena Neely,  Reggie Garcia,  Shelby Bruce,  Taylor Brohm,  Debbie Mustain,  Stefani Elyep,  Dan Hitesman,  and  John Trendler

Posted on November 2, 2025

We are pleased to announce the addition of Jordan Olinger to our firm, effective October 2025. Jordan brings extensive experience in trust administration and estate planning to his role at Triplett & Carothers. Prior to joining the firm, Jordan worked as an associate attorney at a Cincinnati law firm, where he focused on trust and… read more

Posted on November 1, 2025

Taxpayers who worried about the expiration of several tax cuts from the Tax Cuts and Jobs Act of 2017 can now breathe easier. The One Big Beautiful Bill Act made most of those provisions permanent, which provides more stability for long-term tax planning. While this is welcome news, the law also introduced new provisions, eliminated… read more

Posted on November 1, 2025

Retiring from a business you founded isn’t like leaving a job. It’s a personal, financial and emotional process that takes time and coordination. Whether you want to sell, pass the business to family or simply step back, the best outcomes follow thoughtful preparation. Start with a clear plan Begin by asking key questions: When do… read more

Posted on November 1, 2025

After Michael Jackson’s death in 2009, his roughly $500 million estate became the subject of years of legal wrangling. While Jackson had created a revocable living trust, designed to convert after his death to benefit his children (at ages 21, 35 and 40) and his mother, he failed to transfer most of his assets into… read more

Posted on October 3, 2025

Tony Bennett died in July 2023 at age 96 after a long career and a yearslong public battle with Alzheimer’s disease. His estate plan named his eldest son, D’Andrea “Danny” Bennett, as trustee. Danny was also his longtime manager and had held power of attorney. Less than a year after Bennett’s death, two of his… read more

Posted on October 2, 2025

The One Big Beautiful Bill Act, signed in July, creates a special deduction for Americans age 65 and older. It provides a deduction worth up to $6,000 a year in tax years 2025 through 2028. To claim it, you must: Turn 65 or older by the end of the tax year. File a return that… read more

Posted on October 1, 2025

Aging solo is not as unusual as it may seem. Consider that an estimated 27% of Americans over the age of 60 do not have a spouse, a child or another family member nearby to see them through their retirement years. Going it alone later in life does present certain challenges that need to be… read more