Blog
Estate Planning: Why Me, Why Now, and Is a Will Enough?
You have worked hard for years, have family members and friends you care about, and have approached a time in your life when “estate...
There’s Never A Better Time Than Now to Get Your Affairs in Order
The idea of getting your financial and legal house in order is likely the last thing on your mind during the busy holiday season....
Strategies for Reducing the Income Tax Squeeze on Irrevocable Trusts
Under federal income tax laws, irrevocable, non-grantor trusts (such as Bypass Trusts and Dynasty Trusts) are subject to highly...
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...