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Monday, August 13, 2018

Back-to-School Checklist: A Reminder to Reassess your Financial Planning (Part 2)

This week marks the first week of school for many families.  While the kids are at school, we continue to discuss financial planning  in Part 2 of our Back-to-School Checklist.  Keep your preparation-game strong by using these planning tools!


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Monday, August 6, 2018

Back-to-School Checklist: A Reminder to Reassess your Financial Planning (Part 1)

Back-to-school season is all about fresh starts!  Inspired by the importance of preparation in starting a new school year, we have provided a two-part checklist that will help you and your family prepare for the future! Read more for Part 1!


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Friday, June 15, 2018

The Tough Stuff: Talking with Your Loved One About End-of-Life Arrangements

Beverly Nelson with StandUpForCaregivers.org, discusses the conversations in life that are just plain difficult - talking with your loved one about end-of-life arrangements. It’s a topic you’d rather put off until later, but you don’t know what the future holds. You can, however, make sure your loved one has a plan in place for when their Golden Years quietly come to a close. 


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Monday, May 21, 2018

Celebrity Estate Planning Mistakes

For this week, we are diving into the realm of entertainment, sharing some celebrity estate planning horror stories!


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Thursday, March 29, 2018

Estate Planning Questions Everyone Should Ask Themselves

Some common questions to consider, whether you're new to estate planning or have a comprehensive plan in place...


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Friday, March 2, 2018

Guardianship Issues – Awareness & Planning Wins

A cautionary tale about one Nevada family's abuse by a professional guardian, and steps you can take to protect you & your loved ones. 


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Friday, January 26, 2018

Getting Organized in 2018: A Guide to Set Yourself Up for Success!

Happy 2018!  Keep celebrating and carry on!  Along with your new year's resolutions, we are going to discuss some savvy organizational tools to help carry you throughout the year!


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Friday, December 1, 2017

Legacy Planning: Why Planning for your Legacy will Benefit Your Estate.

Legacy Planning is an integral part of planning for your estate, we are going to give some insight as to how your legacy can be conceptualized while planning for your estate!

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Monday, November 20, 2017

Things to be Thankful For: Giving Generously in Your Estate Plan

For our Thanksgiving edition, we talk about being generous in your estate plan. If you are thinking of options to give generously while providing for loved ones, this is for you! 

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Monday, November 6, 2017

The Proposed GOP Tax Overhaul: A Summary of its Key Points for Nevada Families & Businesses (Part 2)

Yesterday, majority House leaders rolled out a proposed tax overhaul that would drastically reform tax policy. The 429-page bill, the Tax Cuts and Jobs Act, introduced on November 2, 2017 includes provisions that target an array of tax policies including mortgage interest caps, corporate tax rates, estate taxes and death tax.   The proposed tax plan is still in the beginning phases of legislation and is still being debated amongst majority leaders.  The bill’s debut comes on the heels of a less than productive political year.  Majority leaders have yet to pass a piece of major legislation since the election of Donald Trump.  Although, many GOP representatives are not sold on the proposed legislation, there is an over-arching pressure to pass a paramount legislation before the election year begins.

This tax bill, if passed, will have a major effect on many individuals, families, business owners.  Although the bill is still in the beginning stages of legislation, and it is likely that provisions will be changed, revised or deleted, we’re providing a two-party summary of the key components of the bill in its current form.


Read more . . .


Friday, November 3, 2017

The Proposed GOP Tax Overhaul: A Summary of its Key Points for Nevada Families & Businesses (Part 1)

Yesterday, majority House leaders rolled out a proposed tax overhaul that would drastically reform tax policy. The 429-page bill, the Tax Cuts and Jobs Act, introduced on November 2, 2017 includes provisions that target an array of tax policies including mortgage interest caps, corporate tax rates, estate taxes and death tax.   The proposed tax plan is still in the beginning phases of legislation and is still being debated amongst majority leaders.  The bill’s debut comes on the heels of a less than productive political year.  Majority leaders have yet to pass a piece of major legislation since the election of Donald Trump.  Although, many GOP representatives are not sold on the proposed legislation, there is an over-arching pressure to pass a paramount legislation before the election year begins.

This tax bill, if passed, will have a major effect on many individuals, families, business owners.  Although the bill is still in the beginning stages of legislation, and it is likely that provisions will be changed, revised or deleted, we’re providing a two-party summary of the key components of the bill in its current form.


Read more . . .


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