Estate Planning

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

In Every Challenge There Lies an Opportunity: 2020 Mid-Year Planning

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 […]
June 28, 2019

What is the Best Way to Help My Grandchild Pay for College?

With college tuition as high as it is today, many of our clients are wondering […]