Categories

As you've surely heard by now, we're in the midst of great economic shifts. The collapse of the crypto market, the roller coaster that is the stock market, rising interest rates, dropping home values, and inflation through the roof—it's enough to make you sick. And it can make you sick,...

A client once told me she would give anything to hear her grandmother’s voice again. Her grandmother had been the heart of the family—the one who told stories about how she had survived the Great Depression and how she had fallen in love with her husband. But when she passed...

When creating an estate plan, people are often most concerned with passing on the “big things” like real estate, bank accounts, and vehicles. Yet these possessions very often aren't the items that have the most meaning for the loved ones we leave behind. Smaller items, like family heirlooms and keepsakes,...

As the holidays approach, many families are busy planning menus, coordinating travel, hitting those holiday bucket list activities, baking treats for friends and neighbors, and preparing for a big feast. While these are important traditions, these cherished holidays offer something even more valuable—a perfect opportunity to think about, discuss, and...

You've no doubt heard of a Will, a document that says what happens to your money and belongings after you die. You may even have a Will, or know you should get one. And maybe you've heard of a Trust and wondered what it is and how it works. You...

Planning your legacy is about more than passing on assets; it’s an opportunity to support causes you care about and make a lasting impact. Charitable giving, when integrated into your estate plan, allows you to leave a meaningful mark on the world while providing financial benefits for your heirs. Whether you’re...

On September 13, 2021, Democrats in the House of Representatives released a new $3.5 trillion proposed spending plan that includes a buffet of changes to federal tax laws. Specifically ,some significant tax increases and other changes to fund the plan, including increases to personal income tax rates and the capital...

Having a Will, otherwise known as a Last Will & Testament, is important—and all adults over age 18 should have this document in place.  Yet for all but a few people, creating a Will is just one small part of an effective estate plan that works to keep your loved...

As a parent, you have probably thought about the importance of naming permanent legal guardians for your child in case something happens to you, and maybe you have already done it. If you haven't yet, take this as the sign that now's the time to do it, in case the...

The recent passing of legendary actor Gene Hackman has revealed a complicated estate situation that is a powerful warning for everyone - married couples especially - regardless of net worth.  Whether you have significant assets or just want to ensure your wishes are honored during your lifetime and you don't...