We've all experienced economic shifts. The roller coaster that is the stock market, rising...
How Could A Recession Affect Your Family?
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Taxes
What You Must Know About Your Right to Your Spouse’s Retirement Benefits
If you’re part of a blended family (meaning you are married with children from a prior marriage in...
Year-End Tax Planning Starts Now: 8 Things To Do Now to Lower Your 2023 Taxes – Part 2
Last week we looked at four different ways to lower your tax liability for 2023, from adjusting...
Year-End Tax Planning Starts Now: 8 Things To Do Now to Lower Your 2023 Taxes – Part 1
It might seem a bit early to think about your 2023 taxes, but as the year draws to a close, it's...
What the National Debt Ceiling Extension Means for Your Family
You’ve probably heard about the national debt ceiling and its recent extension, but you might...
Keep the Government and Lawsuit Happy Opportunists Away From Your Children’s Inheritance
If you have a current estate plan, I'll bet you plan to leave your assets to your children...
Revocable Living Trust or Irrevocable Trust: Which One Is For You?
You’ve probably heard you need a trust to keep your family out of court and maybe out of conflict...
Will The Coming Wealth Transfer Be A Blessing Or A Curse For You?
Whether it’s called “The Great Wealth Transfer,” “The Silver Tsunami,” or some other catchy...
4 Essential Legal Agreements No Business Should Be Without
When starting a new business, putting the right legal agreements in place is crucial for...
How Will A Recession Affect Your Family?
We are living in unprecedented economic times: the stock market is a roller coaster, interest...
Trusts & Taxes: What You Need to Know
People often come to us curious — or confused — about the role trusts play in saving on taxes....
2022 Estate Planning Checkup: Is Your Estate Plan Up To Date?
This year, Estate Planning Awareness Week runs from October 17th to 23rd, and one of our primary...
Student Debt Cancellation Plan Explained With FAQs
In response to the hardships created by the pandemic, then-President Trump paused repayment of...
Selling Real Estate? Avoid Capital Gains Tax With A CRT
If you have a sale of real estate or assets coming up that will result in you owing capital gains...
4 Essential Strategies For Protecting Your Family’s Assets
You might think that only the super wealthy need to worry about asset protection planning. But the...
How Estate Planning Can Reduce The High Cost Of Dying—Part 2
Despite the fact that it happens to every single one of us and is as every bit as natural as...
Transferring Ownership Of Your Home To Your Child Is a Bad Idea
Whether it’s to qualify for Medicaid, avoid probate, or reduce your tax burden, transferring...
7 Last-Minute Moves To Save On Your Taxes For 2021
Although many strategies to save on your income taxes must be locked in before the end of the...
Probate: What It Is & How To Avoid It—Part 1
Unless you’ve created a proper estate plan, when you die many of your assets must first pass...
Purchasing Life Insurance For Your Family: What You Need To Know
Life insurance is a key component of your family’s estate plan, offering those who depend on you...