About BLawton

This author has not yet filled in any details.
So far BLawton has created 15 blog entries.

Retirement Planning Update

Although we are still in the midst of winter, spring is on its way. It is important to remember upcoming April deadlines for retirement contributions and required minimum distributions (RMDs), but there have also been some recent developments that may impact your retirement planning. IRS Proposed Regulations for Required Minimum Distributions In 2020, the Setting [...]

Spring Break Checklist

After a long, cold winter, many of us — from the young and to the more mature—are ready to make plans for spring break. Here are a few important reminders, whether you plan to travel to take advantage of warmer weather by traveling or enjoy your spring break at home. Tips for Traveling 1. If [...]

2023-02-13T18:45:46+00:00Estate Planning|

Inflation Has Hit the Estate Planning World

The rate of inflation has reached an historic high, but it has also created estate planning opportunities that some of your clients may not have anticipated. Learn more about the tax savings opportunities that are available to your clients. Both the annual gift tax exclusion and the lifetime gift and estate tax exclusion amounts are [...]

2023-01-09T15:30:55+00:00Estate Planning|

New Business Succession Strategy: The Purpose Trust

The beginning of a new year is when many of us reflect on where we have been and what we would like to accomplish in the future. If you would like to help make the world a better place for future generation, you should consider a relatively new and perhaps unfamiliar planning tool: the purpose [...]

Go to Top