The Blended Blog

5 Biblical Money Principles

Alexis Woodward, CFP®

A Christian's Guide to Budgeting

Alexis Woodward, CFP®

If you’ve recently taken on the responsibility of managing an irrevocable trust or revocable trust, you may be wondering if it requires its own federal Tax ID number. You’re not alone in this question! In this blog article, we'll explore what a trust Tax ID and EIN number is and answer the question - does your trust need one? The type of trust matters! We will also dive into how to update beneficiaries with your EIN Number and what business owners should do with their EIN numbers.

Does My Irrevocable Trust Need a Tax ID Number?

Alexis Woodward, CFP®

Retirement can be one of the most important decisions you make in your lifetime and with SECURE Act 2.0, the there are some major retirement updates that you need to know about. In this blog, we’ll take a look the top 10 key provisions that you should know about so that you can maximize retirement planning opportunities created by SECURE 2.0.

Secure 2.0: 10 Retirement Changes You Should Know About

Alexis Woodward, CFP®

Photo of Tim Woodward & Alexis Woodward at Blended Kingdom Family Conference

Blended Couples Conference Recap & Action Items

Alexis & Tim

Blend Wealth Family photo referencing Infinite Banking Hype

5 Reasons to Avoid the Infinite Banking Hype

Alexis & Tim

Tim Woodward and Alexis Woodward Wedding Photo

Merging Finances After Marriage

Alexis & Tim

Alexis Woodward discussing Bitcoin in your 401(k) Plan

Does Bitcoin Belong in Your 401(k)?

Alexis & Tim

Tim Woodward and Alexis Woodward sitting at a conference table

Creating a Blending Agreement

Alexis & Tim

Blend Wealth Family Photo in Estes Park, CO

Laying the Foundation in Your Blended Family

Alexis & Tim

Office photo of Alexis Woodward looking at Tim Woodward

Top 3 Financial Planning Questions for Blended Families

Alexis & Tim

Tim Woodward & Alexis Woodward both looking at an iPad

The Best App for Communicating with an Ex-Spouse

Alexis & Tim

Photo of Tim Woodward and Alexis Woodward in the office

Meet Blend Wealth

Alexis & Tim

317.854.5656
hello@blendwealth.com
Indianapolis, Indiana
Contact us
Quick Navigation
AboutWho We ServeOur ServicesOur ProcessPricingBlogFAQ
Client Links
Refer a FriendSchedule a MeetingClient PortalCharles SchwabFirm BrochurePrivacy Policy
Subscribe to Our Newsletter
At Blend Wealth, we value your time. We only send out a quick monthly newsletter & when we have something important to share with you.
Subscribe Now
And don’t worry, we never sell or share your information
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Copyright © 2023 Blend Wealth. Disclosures.