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Thursday, December 13, 2018

Trusts In The Age Of Trump: Time To Re-Engineer Your Estate Plan

Ashlea Ebeling with Forbes discusses what you need to know about some of the recent changes to federal tax law. 

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Friday, November 23, 2018

3 Steps to Prepare your Children for an Inheritance

How do you prepare your children to receive an inheritance?  What can you do now to make them better money managers?  Passing your legacy to your children requires acknowledgement of family values and fiscal preparation, early on.  

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Tuesday, October 30, 2018

Places That Will Take Care of Your Pet If Something Happens to You

by Kristin Hunt, Everplans... It’s currently estimated that only 9% of people with Wills include provisions for their cats, dogs, or exotic birds. And unless you already have a sibling or friend who’s explicitly pledged to look after Pawudrey Hepburn, that could leave your pet in limbo if something serious happens to you.



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Friday, October 19, 2018

4 Vital Considerations for Incorporating Cryptocurrency into your Estate Plan

Cryptocurrency is the latest financial innovation for exchanging assets.  What is it?  How is it acquired?  Can you incorporate into your estate plan?  

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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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Tuesday, July 19, 2016

Things to Do Following the Death of a Loved One: Part I

Please Note:  The following is a general list of considerations and should not replace the advice of an attorney familiar with your situation; This article is not legal advice and will not necessarily apply to all situations- for specific advice tailored to your situation, please consult with an estate planning attorney.  


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