Meridian Financial

The new law includes provisions that may affect your benefits options. See what’s changing—and reach out if you have any questions. https://www.northwesternmutual.com/life-and-money/what-the-new-tax-law-means-for-employee-benefits/?utm_source=facebook&utm_medium=organic_social&utm_campaign=lifeandmoney&utm_content=lm_your-financial-plan_field&utm_term=employee-benefits&agentid=0B3444

The 2025 tax act includes a provision that creates a new type of retirement account aimed at children. Here’s what you need to know: https://www.northwesternmutual.com/life-and-money/what-parents-need-to-know-about-trump-accounts/?utm_source=facebook&utm_medium=organic_social&utm_campaign=lifeandmoney&utm_content=lm_starting-to-invest_field&utm_term=trump-accounts&agentid=0B3444

Americans will transfer as much as $124 trillion in assets to heirs through 2048. If you don’t have a plan to transfer your wealth, I can help you get started.

Maximizing Wealth Transfer: Estate, Gift, and GST Tax Exemptions By transferring your wealth in the most tax-efficient manner, you’ll pass along more of the wealth you’ve worked so hard to build and preserve for future generations.