Newsletters
2025 News You Can Use
Welcome to our 2025 Newsletter!
Packed with essential updates on estate planning, business reporting requirements, community Medicaid, and the latest news from our firm, this year's edition is your go-to resource to stay informed and prepared for the year ahead.
Plus, don’t miss out on our exciting giveaway featuring a delicious recipe from Featherbed Lane Farm, and meet our support staff!
Click the button below or the image to the right to dive into the newsletter and explore valuable insights and opportunities tailored for you.
2024 News You Can Use
Click the image at right or use the link below to download our newsletter. You’ll find valuable information, including five important changes that could affect your assets in 2024, including:
1. Potential Shortening of the Lookback Period for Community Medicaid
2. Getting Ahead of Changes to Estate Tax Rates
3. Understanding Gifts & IRS Revenue Ruling 2023-2
4. Updating Beneficiary Designations
5. SECURE/SECURE 2.0 Affecting Retirement Accounts
Use our helpful Estate Planning Checklist and don’t miss the delicious soup recipe from one of our client farms!