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Estate Planning
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December 27, 2022
We would like to add one more item to your list of New Year’s resolutions—reviewing your estate plan. Why is it so important to keep your […]
December 8, 2022
There are many reasons you might consider giving your adult children a portion of their inheritance now, while you’re alive and well. Maybe you’ve seen your […]
November 22, 2022
It’s the time of year for giving…but do I have to pay a gift tax on monies I gift to family or friends? The short answer […]
October 14, 2022
Okay, so you popped the big question, and he or she said yes! Whew, what a relief! Now there’s so much to do, so many plans […]
September 12, 2022
For your estate plan to meet your needs, it must be kept up to date. We recommend having your plan reviewed at least once every two […]
August 24, 2022
Incapacity is defined, from a legal standpoint, as the inability to make sound decisions regarding one’s personal or financial affairs. Failing to plan for the possibility […]
July 26, 2022
Although Joint Tenancy offers some short-term conveniences, in the long run it poses a host of problems that can cost you and your loved ones the […]
July 12, 2022
You’ve taken the time to plan for the financial well-being of your loved ones and yourself. You’ve created a customized estate plan to address your goals […]