by Sarah McCormick | Nov 18, 2019 | News
Estate planning is not just about what happens to your stuff when you die. It is about coordinating all aspects of your life so (i) you can be taken care of during times when you are unable to care for yourself, and (ii) your money and property are distributed to the...
by Sarah McCormick | Sep 9, 2019 | News
You may have been running around for weeks, getting your new college student off to school. It’s exhilarating, and your heart likely is bursting at the seams. You’re probably prouder than words can express, but you’re also a little afraid, too. How can you...
by Sarah McCormick | Jul 17, 2019 | News
A new year is a great time to start fresh and implement positive changes that will enhance our lives. Many of us want to spend more time with friends and family, eat healthier, learn a new skill, or save money. Creating or reviewing your estate plan may not be the...
by Sarah McCormick | Jun 27, 2019 | News
If you have a loved one with disabilities, you may be familiar with “ABLE” accounts, authorized by Congress in 2014 under the Achieving a Better Life Experience Act. ABLE accounts are tax-advantaged savings accounts–similar to 529 education savings plans–whose funds...
by Sarah McCormick | Mar 26, 2019 | News
It’s that time of year again: TAX SEASON. No one enjoys doing their taxes, and that is likely why many of us leave this tedious task to the last…possible…moment. As Tax Day approaches, millions of Americans are likely scrambling to track down all of their important...
