What’s New in the College World?

If you’re the parent or grandparent of a current or prospective college student, you might be interested to learn what’s new in the world of higher education. Each quarter, Savingforcollege.com provides unbiased research and rankings of all 529 plans. Ohio’s 529 Plan is the first in the nation for five-year and ten-year investment performance. If …

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How to Avoid Scam Artists

What are the warning signs of financial scams targeting older individuals? If you or someone you know has been targeted by a scam artist who is trying to steal money or personal information, you’re not alone. According to the Senate Special Committee on Aging, older Americans lose an estimated $2.9 billion annually to fraud and …

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Key Estate Planning Documents

Estate planning is the process of managing and preserving your assets while you are alive, and conserving and controlling their distribution after your death. There are four key estate planning documents almost everyone should have regardless of age, health, or wealth. They are: a durable power of attorney, advance medical directives, a will, and a …

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Protect Yourself From Fraud

Phone scams and cyber fraud are a serious threat in today’s world. It is important to us at Beacon Hill that we take the right steps to ensure the security of our client’s sensitive material. Beacon Hill works with clients to protect such vital personal information and assets. Below are some tips and general knowledge …

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The Promise of Opportunity Zones

Described as a once-in-a-generation development incentive, the federally designated areas entice investors—both individuals and organizations—with the ability to defer, reduce or potentially altogether eliminate tax liability. Following the program’s formation under the Tax Cuts and Jobs Act of 2017, the Treasury Department has identified 8,700 severely distressed communities where the benefits are available, including more …

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