Inflation Reduction Act of 2022

Inflation Photo

Inflation Reduction Act of 2022 Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® In fall of 2021, Congress was in the midst of trying to pass extensive legislation called the Build Back Better Act to build more infrastructure (both physical and human) and provide additional COVID relief to individuals and businesses, along with several…

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Understanding the Student Loan Relief Plan

Student Loan Forgiveness Photo of Books

Understanding the Student Loan Relief Plan Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® This article was written August 2022. On August 24, President Biden signed an Executive Order providing student debt relief to potentially tens of millions of borrowers. There are several components to the Executive Order. While the student loan forgiveness grabbed the…

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Revocable Trusts: Fact vs. Fiction

Photo of Signing Documents

Recently, Rebecca Simoni, a Shareholder in von Briesen & Roper’s Trusts and Estates Section, wrote a great article on revocable trusts. A revocable trust is a commonly used estate planning tool, especially for higher net worth families or more complicated situations. If included in your estate plan, the revocable trust becomes the core document used…

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Leveraging the Flexibility of 529 Plans

Girl in Park Studying with Computer

Leveraging the Flexibility of 529 Plans Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® 529 plans have quickly become the vehicle of choice for families saving for education goals. Tax-free growth, a state tax deduction and ease-of-use are some of the main features that have led to their popularity. Fortunately, Congress has been very…

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Tax Filing After Loss of a Loved One

Calculator with tax return

Tax Filing After Loss of a Loved One Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® Losing someone close to us is one of the most challenging times we face. If you are one of the people charged with helping sort out the deceased person’s affairs, it can be a time of added stress.…

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