Mutually Speaking

Understanding Trump Accounts

Understanding Trump Accounts

August 12, 2026

A Trump Account is a tax-advantaged investment account designed to help a child build long-term savings. It works like a traditional IRA for a child, and special rules apply while the child is under age 18. These accounts were created under IRC §530A. This article is meant to help readers understand how Trump Accounts work and…

Categories:

Understanding Probate

September 21, 2026

Probate is the legal process established to properly transfer ownership of your estate...

What Powers Are You Actually Giving Your Power of Attorney?

July 20, 2022

A power of attorney, or POA, is a legal document that appoints one individual (the...

Four Benefits of Estate Planning

July 5, 2022

People associate different images and ideas with the word “estate.” It often...

Funeral Preparation and Planning

July 27, 2021

Funeral preparation is an often-overlooked aspect of estate planning. While you do not...

Wills and Trusts: Best Practices for Military Families

September 22, 2026

To safeguard your family’s financial future and to help prevent your estate from getting...

Advance Directives: Living Wills and Health Care Proxies

July 8, 2021

The importance of being prepared, no matter the situation, cannot be overstated....