Blogs
What Matters Most: Financial Planning Conversations to Have Now
The winter holidays may look different this year, but hopefully you’ll still get to spend time with family and friends – even if...
The 12 Days of Year-End Business Planning
As we move into the holiday season, it’s time for (socially distanced) celebrations with friends and family—and preparing for the...
Estate Tax Increases: Protecting Your Slice of the Pie
The 2020 election changed the balance of power in Washington. Even with the specifics of the new tax plan still being hammered out...
Bankruptcy Reform: Why Filing May Get Easier Next Year
2020 has been a hard year. (But you don’t need me to tell you that.) Thankfully, help could be on the way. In public health news,...
Avoiding Home Alone: Estate Planning and Minor Children
30 years ago this month, Home Alone premiered in theaters. The premise is simple: Eight-year-old Kevin McCallister’s family leaves...
Using the Force: Mediation Lessons from The Mandalorian
{{SPOILER ALERT!}} The Star Wars franchise series The Mandalorian returned to television late last month. Set five years after the...