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
Sadly, most Americans are indifferent to estate planning – at best – or completely ignore the issue – at worst. When it comes to estate planning, however, there are just some mistakes that you cannot afford to make. Below are five of the most...
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...
by Sarah McCormick | Mar 8, 2019 | News
There are several parts to an estate plan, one of them being a living trust. Common factors that prompt someone to create a trust include privacy, tax planning, avoiding probate, and caring for family members with special needs. A living trust also lets you dictate...
by Sarah McCormick | Feb 20, 2019 | News
While saying the words “I love you” is indeed romantic, you should know that putting together a well-crafted estate plan is a concrete way to care for your family in the long run. This is because doing so will help prevent your surviving family members from scrambling...
