Estate Planning

Rarely is there a clear-cut loophole in the tax laws to help people save money.  Despite fuel costing nearly $5.00 per gallon, a few strawberries setting us back $6.00+, and a significant decline in the value of our stocks, there is a silver lining – albeit a time sensitive one! Tax laws get a ... » Learn More about TIME IS TICKING – WAYS TO SAVE MONEY BEFORE ITS TOO LATE

Benjamin Franklin was pointedly correct when he observed there are only two things which are certain – taxes and death. Understandably then, these two realties unite most Americans. We empathize with the passing of a person’s loved ones, and no one is particularly excited about paying tax. Despite ... » Learn More about DEATH AND TAXES UNITE!

Consider in the last month how much time you’ve spent on social media, dreaming of your next vacation, or watching television. We all waste time, and I’m as guilty as anyone. However, there are some things we have to make time for – eating, exercising, family, going to the doctor, working, and so ... » Learn More about FAILING TO PLAN IS PLANNING TO FAIL

I have to admire our Uncle Jim, who refuses to reply to text messages. At a recent luncheon, we were explaining to him that if he joined the 21st century he could download an app for all types of things. His reply, in all seriousness: “My app? My appetite is just fine.” Even for those who, like ... » Learn More about THE IMPACT OF TECHNOLOGY ON ESTATE PLANNING

Many of us remember getting “the talk” from our parents when we were teenagers, an awkward but arguably necessary conversation.  As we age, “the talk” can drastically change form.  For example, a common discussion many people avoid is talking to their parents, children, or loved ones about ... » Learn More about “THE TALK”