Latest Articles
Don’t Procrastinate on Your Estate Plan!
Jun 08, 2018
There are things in life we need to do, but we often struggle to do them. It's not that we question ...
Read MoreSeven Reasons to Hire Your Child to Work for Your Small Business
May 25, 2018
If you're a small business owner, you likely embody certain traits: self-motivation, creativity, per...
Read MoreHow Seniors Can Protect Their Driving Privileges
May 16, 2018
Google the title of this blog post, "How Seniors Can Protect Their Driving Privileges," and take a l...
Read MoreWhat Will the New Tax Law Mean for Seniors
May 09, 2018
Only a few months after the passage of the Tax Cuts and Jobs Act (TCJA), many of our clients, partic...
Read MoreDo You Need a Pet Trust?
Apr 25, 2018
Do you need a pet trust for your dog, cat, or other pet? At first blush, the idea of creating a trus...
Read MoreThree 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...
Read MoreDo 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 ...
Read MoreTax 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...
Read MoreTop 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 ...
Read MoreAre 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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