111, 2016

Estate Plan Maintenance

By | November 1st, 2016|Categories: Uncategorized|0 Comments

Your estate plan is a snapshot of you, your goals, your family, your assets, tax laws, and other laws in effect at the time it was created. All of these variables change over time, and [...]

110, 2016

Estate Tax Planning

By | October 1st, 2016|Categories: Uncategorized|0 Comments

BEWARE: you may not be out of the woods yet. Unless you have a comprehensive estate plan, taxes may slip in when you’re least expecting it. That being said, many, but not all, of you [...]

1509, 2016

Estate Planning for Young Families

By | September 15th, 2016|Categories: Uncategorized|0 Comments

We know how you feel - the last thing you want to think about is paperwork and making decisions about guardians, death, and money. But, and it’s a big “but,” estate planning is likely the [...]

109, 2016

Estate Planning

By | September 1st, 2016|Categories: Uncategorized|0 Comments

Because estate planning is about taking care of yourself and those you love, it doesn’t matter how much money you have. There’s no financial threshold you must meet in order to qualify for planning. The [...]