Jan 2, 2018
It is the beginning of 2018, and so it is officially tax season. Fortunately, you have until April 17th to file your taxes, but you should soon begin receiving your W-2 or 1099 forms to start preparing your taxes. You also get to review your last year to begin...
Dec 26, 2017
2017 is quickly becoming a thing of the past, and 2018 is all the rage. Optimism and goals reign, as does uncertainty. We are all coming to grips with Congressional tax reform and how it might impact our lives. Here are a few estate planning changes that we know...
Dec 12, 2017
The holiday season is incredibly busy, and organizing your legal and financial affairs is probably nowhere close to being on your radar. However, it is easier than you may think and getting started can be quick. With new year’s resolutions quickly approaching,...
Dec 4, 2017
The holidays is a generous time of giving. However, almost know one wants the IRS to receiving any gifts. Happily, the law allows you to give gifts without letting the IRS receive a portion of that gift. Some of these laws are pretty straightforward with how they...
Nov 28, 2017
Too many Americans think that estate planning is only for those who are very wealthy-the 1%’ers. In truth, this is incredibly wrong, as any adult has the need for an estate plan and can benefit from a plan. Unfortunately, too many Americans have not created an...
Nov 21, 2017
Family history is incredibly important for self-identity, but it is also easily lost and forgotten. That means that sharing your family history now is vital. Family gatherings, like the holidays, are excellent times to share family history with family members....
