In Case Of Emergency: What Documents Do I Need?

One of life’s toughest challenges is to face serious illness, incapacity, or the end of life for a loved one. Here is exactly what you need to know about each of your valuable estate planning documents to help guide you through those times. We create both legal and health documents to ensure that you and […]

Will My Debt Outlive Me: What Happens To Debt After Death

If you have ever wondered what would happen to your debts after passing, you are not alone. This is one of the most frequent questions we hear from clients. While each estate is unique, below is what you can typically expect from the most common types of debt. Student Loans Student loan collectors can make […]

What You Need To Know Today About The Tax Reform Bill

By now, we have all heard about the new tax bill that has been passed and signed into law by President Trump. There are numerous changes that are highly likely to affect you, your estate plan, and especially those of you who own businesses. We have prepared a detailed presentation for what to do in […]

What You Need To Know Now About Tax Reform

You probably have heard all about the upcoming tax reform bill and know that legislators are likely to vote on the final version this week. Although nothing is final, there are numerous proposed changes that are highly likely to affect you, your estate plan, and those of you who own businesses. We are following every […]

The Aftermath Of The Equifax Security Breach

The repercussions of the Equifax security breach continue to make the news. As you know, the credit reporting company was hacked, and those hackers may have accessed some of the most sensitive financial data of over 145 million Americans. According to recent updates, names, Social Security numbers, birth dates, and addresses were stolen. A much […]

Create A Living Legacy With A Dynasty Trust

A trust doesn’t have to stop with your children or your grandchildren. If you so choose, your legacy can be passed on from generation to generation. Creating a dynasty trust is well within the reach of many of our clients. Dynasty trusts are specifically designed to hold your assets for generations. While your beneficiaries may […]

Manage Change With C.A.R.E.

From possible revisions to the tax code to a federal hiring freeze to travel restrictions, the one thing we know to expect from any new Administration is change. These changes and changes to your family – graduations, grandchildren, retirement, and health issues – are exactly why we created our C.A.R.E. program. The C.A.R.E. program ensures […]

How The New Administration Will Affect Estate Planning

In January, Republican Donald Trump will become President and the Senate and House will convene with Republican majorities. How you update and manage your estate and financial plan under the Republican-controlled Congress and Presidency can make a significant difference in your tax burden and how your wealth accumulates. Proposed Changes Donald Trump has proposed across-the-board […]