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Latest from Bobby’s Blog
Trump Accounts: Is This New Savings Option Right for Your Child?
As of July 4, 2026, the new “Trump Accounts,” also known as Section 530A accounts, became available for funding. Created under the One B...
0 CommentsWhy Beneficiary Designations Matter More Than You Think
Estate planning is an ongoing process. Creating and signing your estate planning documents is only the beginning; ensuring those documents w...
The Final Step in Estate Planning: Why Communication Matters Most
You have created your estate plan. Ideally, you’ve funded your trust. At this point, manypeople assume the hard part is over. While that m...
