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Latest Articles

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Three Advantages of Health Savings Accounts You Might Not Know About

Apr 16, 2018

If you have a Health Savings Account, or HSA, you probably use it as most people do: to pay your out...

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Do You Have to Update Your Estate Plan With the New Tax Law?

Apr 05, 2018

Any time there is a change to the federal tax code, as there was at the beginning of 2018, there is ...

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Tax Basis and Your Estate Plan

Mar 28, 2018

When preparing your estate plan, you may have multiple goals. You want to provide for your loved on...

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Top Five Downsizing Tips For Seniors

Mar 19, 2018

If you have retired and your children have moved out of your house, you may look around and realize ...

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Are You Hitting Your Age-Related Retirement Milestones?

Mar 12, 2018

When our children are small, we read books about child development and take delight when our little ...

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How to Keep Your Estate Plan Private

Feb 27, 2018

A colleague recently had an elderly maiden aunt pass away. Though the aunt had many nieces and nephe...

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Does Your Debt Pass Away When You Do?

Feb 20, 2018

What will you leave behind you when you die? When you hear that question, your first thoughts may be...

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Why You Shouldn’t Keep Your Estate Planning (Too) Simple

Feb 13, 2018

In many aspects of life, the simplest option is desirable: simple, unprocessed foods, minimalist art...

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How Will the New Tax Reform and Jobs Act Affect You?

Jan 30, 2018

The newly-enacted tax reform law, dubbed the "Tax Reform and Jobs Act," will deliver major changes t...

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Can a Trustee or Attorney-In-Fact Be Compensated?

Jan 25, 2018

A trustee and an agent under a power of attorney are fiduciaries, meaning they are obligated to act ...

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