July 29, 2019
SPECIAL NEEDS TRUSTS: YOUR QUESTIONS, ANSWERE...
“What are Special Needs Trusts (SNT)?” Firstly, a trust is created when property (real estate, finances, tangible items) is managed by a...
July 22, 2019
Can I Make Estate Plans Without My Spouse?
The average American family has changed a great deal over the last few decades. The assumption that a couple will share finances, tax obligations,...
July 14, 2019
Executing “Financial Powers of Attorney”: Wh...
The wealth, property, and investments we accrue over a lifetime are often significant. While you have carefully managed your finances through the...
October 13, 2018
Your 2018 Taxes – Get Started Now
While the end of the year is not quite here yet (but rapidly approaching), now is an opportune time to take a moment and start your year-end tax...
July 8, 2018
Retirement Planning for Business Owners
For many employees, saving for retirement is usually a matter of simply participating in their employer’s 401(k) plan and perhaps opening an IRA...
June 17, 2018
WHY ONLINE, “COOKIE-CUTTER” OR “CUT-AND-PASTE...
Penny Wise and Pound Foolish In all but the simplest scenarios, do-it-yourself estate planning is risky and can become a costly substitute for...
March 12, 2018
How You Can Build an Estate Plan that Include...
Much of estate planning has to do with the way a person’s assets will be distributed upon their death. But that’s only the tip of the iceberg....
March 5, 2018
Small Business Owner? Know What Can Happen to...
Preparing your company for your incapacity or death is vital to the survival of the enterprise. Otherwise, your business will be disrupted, harming...
January 30, 2018
What to Expect from Estate Planning in 2018
2017 is now fading into the rearview mirror. As we all look ahead to 2018, let’s consider a few things to watch regarding estate planning, so...