The Importance of Digital Assets in Your Estate Plan
5 years ago
Blog
Now is a good time to review your estate plan
5 years ago
Resolve to Plan Better in 2021
Like so many of you, I was relieved to bid 2020 farewell. With last year…
5 years ago
Tax-Free Gifting This Holiday Season
Anna Byrne‘s article, “Tax-Free Gifting This Holiday Season,” was published in CPA Practice Advisor. The…
5 years ago
Legal Check Up, Hiring and In Memoriam
We are seeing more clients requesting to schedule a ‘Legal Check Up’ meeting with Attorney…
5 years ago
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…
5 years ago
Estate Planning 101 Series Lesson 2: Spousal Lifetime Access Trust (SLAT)
A Spousal Lifetime Access Trust (“SLAT”) is an irrevocable trust created by one spouse (Donor Spouse)…
5 years ago
Estate Planning 101 Series Lesson 1: Charitable Remainder Trusts
Charitable Remainder Trusts (CRTs) are an essential estate planning tool for clients who wish to…
5 years ago
One Tiny Step Back To Normal
It’s hard to believe it’s August. The days seem to blur into each other despite…
6 years ago