Estate Planning

July 29, 2022

Estate Planning Update: Portability Filing Relief

Originally Published June 2017, Updated July 2022 The original version of this article described the […]
February 15, 2022

It’s Almost Time to Clear the Clutter

This article was originally published in February 2020. It was updated in February 2022, to […]
October 29, 2021

Are you Prepared?

Death can be a sensitive and often avoided topic of conversation. We don’t know when […]
August 13, 2021

Tax Changes Looming?

Everybody knows big tax changes are coming. Nobody knows specifically what those changes will be. […]
July 10, 2021

Do I Need a Revocable Trust?

Many years ago, my husband and I drafted our estate documents after our first child […]
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 […]