1. When To Start Planning

    Is Your Family “Too Young” to Need an Estate Plan? Young families face different estate planning needs and challenges than those who have had a long life behind them. While established families may be concerned about what will happen to their family when they pass on, young, growing families can…Read More

  2. Estate Planning For Women

      What Women Need to Know About Estate Planning Women outlive men, make less during their careers and have less in savings due to pay discrepancies and time taken out of the workforce to raise their families. These are just a few reasons why it is important for you to know the following about estat…Read More

  3. Tax Consequences of Divorce

    The Tax Cut & Jobs Act Drastically Alters the Tax Consequences of Divorce The Tax Cuts & Jobs Act (TCJA) made sweeping changes to exemptions, deductions, and credits for your family’s federal income taxes. But one major change that you might not have noticed is the way the law altered the …Read More

  4. The Clintons

    Bill & Hillary Clinton What You Can Learn from the Clintons’ Tax Returns What can you learn from reviewing the Bill and Hillary Clinton’s tax returns, which they released during Hillary’s run for the presidency, about how to save money on your own taxes? First and foremost, plan ahead and …Read More

  5. How to Create a Pet Trust

    There is no doubt we are a nation of pet lovers.  Unfortunately, the law as it is currently written views pets as property, so providing for your pet in your will won’t work.  So how do you protect your favorite fur-person?  With a pet trust. To create a pet trust, you should first discuss your…Read More

  6. Planning for the Lifetime Care of Your Children

    Having A Will Simply Does Not Ensure the Care of Your Kids If the Unthinkable Happens! If you are a parent of children who are counting on you, your estate plan must begin with ensuring your children would always be taken care of by the people you want, in the way you want, no matter what happens. A…Read More

  7. Special Needs Trust

    Customize a Special Needs Trust for Long Term Benefit of a Dependent Families of those with disabilities, physical or mental, are typically concerned with the best way to fund the long-term financial and personal needs of their special needs loved one in a way that will secure a fulfilling life for …Read More

  8. Estate Planning for Blended Families

    The term “blended family” has become commonplace in our society and refers to a family where one or both spouses were previously married and have children from the prior marriage. In some instances, the new couple goes on to have children of their own. With children, stepchildren and ex-spouses …Read More

  9. Estate Planning Essentials for Parents

    A comprehensive estate plan can protect the things that matter most. For many, this means their property and their family. Including provisions for the care of your children in your estate plan is essential for peace of mind. But many parents struggle with including such provisions as naming a legal…Read More

  10. Protecting Your Newborn

    In the process of becoming new parents, many couples become experts at planning –scheduling the birthing classes, planning the new nursery, even picking out a preschool. There is so much to think about before you welcome your new child. Unfortunately, one of the most important things you can do to…Read More