News

  1. Preparing For Incapacity

    Preparing for Incapacity: Is Your Financial Information In Order? What happens if you are incapacitated? Do you have a plan in place? If not, you need to start preparing for incapacity now. Preparing and organizing your financial information for when you are no longer capable will bring peace of mind to you today and relieve […]

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  2. CHARITABLE GIVING TIPS

    End of Year Charitable Giving Tips 5 Easy Tips to Simplify Your Year End Charitable Giving Can you believe that another year is almost finished? As we approach the end of the year, do you plan to make charitable donations before the end of the year?  Do you want to know some charitable gift giving tips? […]

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  3. Charitable Planning Strategies

    Charitable Planning Strategies Strategies for Your Charitable Planning There are many reasons why you may want to give to a charity. You may give because you believe strongly in a cause or organization. You may wish to reduce your yearly income tax bill and remove value from your overall estate. If you are considering making […]

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  4. Charitable Gift Giving

    Charitable Gift Giving: Choosing a Gift to Give to a Charity December is the month of giving. And, what better month for us to discuss charitable gift giving! If you are considering making a donation to a public charity, you are not limited to donating cash. Depending upon your financial situation, giving objectives, and the […]

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  5. Home Caregiver or Not?

    Should My Loved One Needing Care Live With Me? Ah, to be a home caregiver or not. Many of us wrestle with this question as our loved ones age. Sometimes the real question is should you care for your loved one at home? These are not easy questions. And, more importantly, there are no right […]

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  6. How to Prepare for Your Aging Parent’s Care

    How to Prepare for Your Aging Parent’s Care Your Aging Parent and How to Prepare for Their Care Every situation providing care for an aging parent is unique. However, one truism is that preparation is crucial to success. Do you need basic information about eldercare resources and services? Are you looking for a local agency […]

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  7. Caregiving in a Time of Crisis

    Caregiving in a Time of Crisis A caregiver tending to a loved one, a care partner, during a crisis is challenging, and the continuing COVID-19 pandemic deems that being prepared is more important than ever before. Caregivers must balance the need for their care partner’s health and balance it with that person’s safety. As the […]

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  8. Domestic Partners and Estate Planning

    Domestic Partner and Estate Planning: Do Couples in a Domestic Partnership Have the Same Rights as a Married Couple in Estate Planning? Does a Domestic Partner Have the Same Rights as a Spouse When It Comes to Estate Planning? The short answer to whether couples in a domestic partnership have the same rights as married […]

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  9. Estate Planning Asset Protection

    Plan for your Future Through Estate Planning And Asset Protection In these times of uncertainty, estate planning is more important than ever The truth is none of us know the future. Significant uncertainty abounds as to the outcomes of US tax legislation proposals. Estate and gift tax exemptions may get cut in half or not. […]

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  10. Why You Should Review Your Estate Plan

    Why You Should Review Your Estate Plan Congratulations, you completed your estate plan. You can now relax. You have nothing to worry about anymore, right? Sure, that’s one way to think about it. However, let’s talk about why you should review your estate plan. As we all know, life happens. There is really nothing we […]

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