Oct 20, 2020 | News
Estate planning—it is an incredibly important tool, not just for the uber wealthy or those thinking about retirement. On the contrary, estate planning is something every adult should do. Estate planning can help you accomplish any number of goals, including appointing...
May 18, 2020 | News
Time seems to be the one thing we just can’t get enough of. This is especially true if you are one of our doctors, nurses or frontline healthcare workers. You work tirelessly caring for others and may not have a lot of free time to work on your estate planning. If you...
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...
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...
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...
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...
