• Estate Planning
  • Newsletter

The Importance of Digital Assets in Your Estate Plan

  • Estate Planning
  • Newsletter

Now is a good time to review your estate plan

  • Estate Planning
  • Newsletter

Resolve to Plan Better in 2021

Like so many of you, I was relieved to bid 2020 farewell. With last year…

  • Uncategorized

Tax-Free Gifting This Holiday Season

Anna Byrne‘s article, “Tax-Free Gifting This Holiday Season,” was published in CPA Practice Advisor. The…

  • Newsletter

Legal Check Up, Hiring and In Memoriam

We are seeing more clients requesting to schedule a ‘Legal Check Up’ meeting with Attorney…

  • Newsletter

One Quick Test To See If A Loved One Is Losing Capacity

In the course of us helping people with their estate plans, one issue that we…