Retirement & Wealth Planning

Mother helping her young son ride a bicycle, representing parents saving and investing for their child’s financial future.

What To Know About Trump Accounts

The One Big Beautiful Bill Act created a new savings vehicle for children called a Trump Account, and it officially launched in July 2026. Families now have a new option alongside IRAs and 529 plans for building wealth on behalf of a child. Our team put together this guide to walk through how these accounts

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Individual-Tax-Strategies

Trust Taxation: How Trusts Are Taxed

Understanding trust taxation is an essential part of effective estate and tax planning. Trusts can help protect assets, provide for beneficiaries, reduce estate taxes, and simplify the transfer of wealth. However, the tax treatment of a trust depends on how it is structured and whether the trust’s income is retained or distributed. This guide provides

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