We hope you will enjoy our blog as we provide unfettered color commentary and fun observations on everyday events relevant to our practice areas.
Return to Blog
Five Clues That it's Time to Update Your Estate Plan
Posted on: March 31st, 2017
To help clients and their financial advisors spot situations that might trigger the need to update their documents, I've prepared five conversation starters....
The Presidential Candidates, the Federal Estate Tax, and the Capital Gains Income Tax
Posted on: November 8th, 2016
What plans does Donald Trump have for the estate tax versus Hillary Clinton? How do the plans differ compared to the current rules?...
6-Step Estate Planning Checklist for 2017
Posted on: November 7th, 2016
We have prioritized a checklist summarizing what we consider to be “6 very important action items.”...
Financial Literacy in Working Women Improves While Knowledge Gap Persists for Female Retirees and Widows
Posted on: August 2nd, 2016
Recent studies reveal that financial capability among working women is improving, but closing the financial literacy gap has a long way to go as it relates to retired women and older widows....
ABLE Accounts: A Powerful New Planning Tool for Families with Special Needs Children
Posted on: July 29th, 2016
How do I set aside financial resources for my child’s lifetime care without sacrificing their continued eligibility for government-sponsored benefits?...
Who Will Raise My Children if I Die Without Naming a Guardian?
Posted on: July 28th, 2016
Being a loving, responsible parent includes planning for the “unthinkable.”...