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Adela Iturregui
Oct 274 min read
Estate Planning Lessons from Matthew Perry: How Trusts Can Protect Your Legacy
In this article, we’ll uncover what Perry's approach to estate planning teaches us about protecting our assets. You don’t have to be a celeb
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Adela Iturregui
Aug 192 min read
Winning an Olympic Medal? Don't Forget the IRS!
Bringing home a medal means bringing the IRS a win.
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Adela Iturregui
Aug 32 min read
Lessons from Tony Bennet's Estate Battles
Tony Bennett’s estate has become the center of a legal dispute involving his children, Antonia and Johanna Bennett, who have filed a...
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Adela Iturregui
Jun 186 min read
They’re Not Kids Anymore! Navigating Your Child’s Transition Into Adulthood
When your child turns 18, they’re legally considered an adult, even though they still have much growing up to do (though they may not think
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Adela Iturregui
Mar 134 min read
Unused College Savings 529 Accounts Can Now Be Rolled Into a Roth IRA.
Another positive impact of the SECURE 2.0 Act. In December 2022, Congress passed the SECURE 2.0 Act, bringing significant changes to the...
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Adela Iturregui
Mar 52 min read
New Legislation Helps with Student Loans and Retirement Savings
When paying off student loans is hard to even consider saving for your retirement. Think again!
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