Blog

Sending Your Child to College? Do These Five Things First.

If your child has just graduated high school, you are probably savoring this last summer together before sending your child to college. (Or you may be ticking the days off the calendar and offering to help them pack!) College is the beginning of adul… Read More
Read More
Categories: Estate Planning

Don't Procrastinate on Your Estate Plan!

There are things in life we need to do, but we often struggle to do them. It’s not that we question their importance, we just keep…putting them off. Everyone procrastinates at some time or other, even when the task is an essential one, wi… Read More
Read More
Categories: Estate Planning

Seven Reasons to Hire Your Child to Work for Your Small Business

If you’re a small business owner, you likely embody certain traits: self-motivation, creativity, persistence, and a willingness to work hard. If you are a parent, you probably want your children to acquire those traits, too. One excellent way t… Read More
Read More

How Seniors Can Protect Their Driving Privileges

Google the title of this blog post, “How Seniors Can Protect Their Driving Privileges,” and take a look at the results that pop up. The great majority of them are about anything but keeping seniors on the road, with titles like “How… Read More
Read More
Categories: Elder Law

What Will the New Tax Law Mean for Seniors

Only a few months after the passage of the Tax Cuts and Jobs Act (TCJA), many of our clients, particularly older clients, are still trying to discern whether the new tax law will benefit them. What will the new tax law mean for seniors? If you are ov… Read More
Read More
Categories: Tax Planning

Do You Need a Pet Trust?

Do you need a pet trust for your dog, cat, or other pet? At first blush, the idea of creating a trust for a pet calls to mind images of heiresses whose pampered poodles continue to live in the lap of luxury after their mistress’s demise. In rea… Read More
Read More
Categories: Estate Planning

Three Advantages of Health Savings Accounts You Might Not Know About

If you have a Health Savings Account, or HSA, you probably use it as most people do: to pay your out-of-pocket medical expenses and your deductible for a high-deductible health insurance plan. But what if your HSA could do even more for you? Let̵… Read More
Read More

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

Any time there is a change to the federal tax code, as there was at the beginning of 2018, there is the potential for an impact on estate planning. Many people devise an estate plan with the intention of minimizing taxes, so it stands to reason that… Read More
Read More
Categories: Tax Planning

Tax Basis and Your Estate Plan

When preparing your estate plan, you may have multiple goals. You want to provide for your loved ones. You may want to avoid probate, if at all possible. And you almost certainly want to avoid your heirs and beneficiaries having to pay unnecessary t… Read More
Read More
Categories: Tax Planning

Top Five Downsizing Tips for Seniors

If you have retired and your children have moved out of your house, you may look around and realize it is time to downsize. Perhaps household chores are becoming a burden, or health issues require you to move, or you simply don’t need all that… Read More
Read More
Categories: Elder Law

Contact Us

Call us at (888) PLAN-050 or fill out the form below to send us an email

Fill out our online form