Estate Planning

February 26, 2021

Reduce Your Estate: Wealth Transfer Planning

Any change to the administration in the White House almost always brings change to tax […]
August 10, 2020

Preparing Your Will

You’re finally ready to sit down with an attorney to have your will drafted but […]
June 18, 2020

Planning in a Low Interest Rate Environment

To say 2020 has been a challenging year is surely an understatement, and we are […]
April 6, 2020

COVID-19 Tax Update: Deadlines Extended and More

In response to COVID-19, the US Treasury automatically extended the federal income tax filing due […]
February 14, 2020

Estate Planning: Keep Your Eye on the Sunset

“Go big or don’t bother.”  Those are the words we find ourselves saying to clients […]
February 11, 2020

The SECURE Act: A Few Things You Need to Know

The Setting Every Community Up for Retirement Enhancement (SECURE) Act, passed by Congress and signed […]
February 7, 2020

It’s Almost Time to Clear the Clutter

This summer my husband and I drove 700 miles with our two dogs to my […]
November 6, 2019

Where Are Your Documents?

During my childhood, family vacations were a time when we loaded up the station wagon […]
August 27, 2019

Some Gifts Keep on Giving: Maximizing Tax Savings with Grantor Trust Asset Substitutions

On my desk, just below my monitor, I have three small LEGO® toys: a rainbow […]