Everyone needs to plan and when you fail to plan; you will create a storm of questions and controversy your family may not be prepared to solve. When we hear the term estate plan, most times we think it is for the super-wealthy. But everyone, especially dentists, need to have
A fiduciary is a person or organization that acts on behalf of another person or persons. They at all times must put their clients’ interest ahead of their own. Being a fiduciary thus requires being bound both legally and ethically to act in the other’s best interests, and having a
The One Big Beautiful Bill Act, enacted July 4, 2025 (P.L. 119-21), makes sweeping changes to student loan programs, repayment plans, borrowing limits, forbearance/deferment, and eligibility rules. Borrowers and their advisors need to track several critical deadlines to preserve favorable terms and avoid being stuck with less advantageous options. Effective
