Lisa Marie Brugman, EARetirement accounts don’t follow your will — they follow your beneficiary designations. This blog explains why outdated or incomplete beneficiaries can override your intentions and how a simple review can protect your legacy and your family.
Lisa Marie Brugman, EAThinking about a Roth conversion? This guide explains how Roth conversions work, when they make sense, and when they can create unnecessary tax bills — so you can decide whether converting now or later is the smarter move.
Lisa Marie Brugman, EAStruggling with tax debt? An IRS Offer in Compromise (OIC) may let you settle for less than you owe — legally. In this 2025 update, learn how the program works, who qualifies, and what to expect before you apply. Plus, discover key steps to boost your approval chances and avoid common mistakes taxpayers make.