News & Articles


Using A Charitable Lead Trust For Estate Planning

June 7, 2023 | Categories: Will’s Touches

I have worked with some really great estate attorneys over the years. They are such an integral part of creating the best estate plan possible.

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Shamrock Newsletter - June

June 6, 2023 | Categories: Will’s Touches

The debt ceiling fears have been put aside, which is a good thing. There is cautious optimism heading into the summer, a time when the markets are a little quieter. Inflation is still too high, but the trend downward is [...]

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What Plan Sponsors Need To Know About Secure 2.0

May 17, 2023 | Categories: Will’s Touches

As a business owner or someone in charge of your organization’s 401(k) plan, if you haven’t reviewed your retirement plan, you might want to dig that plan document up

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