Blogs
Your 5 Task Year-End Estate Planning To-Do List
2019 is fast approaching. As we all prepare for the holidays and a new year, it is important that we wrap up any loose strings. ...
Strategies for Saving on 2018 Income Taxes
Now is the time to begin looking at ways to minimize your 2018 income tax bill. Everyone should consider the “timing” of their...
4 Things to Do to Get Ready for Tax Season
With the passage of the Tax Cuts and Jobs Act in December 2017 (effective January 1, 2018), the 2018 tax season is going to look a...
How Often Do You Update Your Estate Plan? More Often Than Your Resume?
A resume is a “snapshot” of your experience, skill set, and education which provides prospective employers insight into who you are...
Big “Life Changes” Often Mean Big “Estate Plan Changes”
Many people who put together an estate plan do so when they start a family - assuming they put an estate plan together at all during...
Passing Along a Benefit, Not a Burden: Why Incapacity Planning for Business Owners is an Indispensable Component of Your Plan
Most business owners have their estate planning prepared because they are worried about what will happen to their business after...