As the year draws to a close, tax season might be the last thing on... [Read more...]
Proper Planning Protects Your Vacation Home
A vacation home is a special place for a family. You buy a beach house... [Read more...]
Gifting Your IRA to Your Favorite Charity
If you have money in an Individual Retirement Account (IRA), you know you can’t take... [Read more...]
How Does Moving Affect My Estate Planning?
Moving can be a difficult and disruptive process. We sort through our belongings and reassess... [Read more...]
Home Comforts: Maximizing Your Most Valuable Asset
If you’re like many Americans, your home is your single most valuable asset, both emotionally... [Read more...]
Estate Planning When You’re Child Free
The increasing trend of women over the age of 40 who opted to forego motherhood... [Read more...]
Unique Planning for Unique Families
Marriage can be difficult. And it can be just as difficult the second time around... [Read more...]
The Ties that Bind: Grandparents and Grandchildren
The memories made with grandchildren are some of the best. Still, it’s understandable to want... [Read more...]
Planning is Important as Time Draws Near
Ideally, we plan well in advance of the end of our lives. Even if we... [Read more...]
Don’t be a Turkey – Use Your Annual Per Donee Exclusion Amount
As fall turns into winter and the holiday season arrives, it’s natural to review the... [Read more...]
Split Things Fairly – Not Exactly
Most every parent wants to treat their children fairly and equally. But, that may not... [Read more...]
How to Leave Behind a Lasting Legacy for Your Loved Ones
In the United States, the average American retiree will leave an estate of around $177,000... [Read more...]
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