The IRS announced annual inflation adjustments for estate, gift, and generation-skipping transfer tax (GST) exclusion amounts in November...

The costs of Estate Planning definitely outweigh the costs of not planning at all. Depending on your specific needs, the costs of estate...

Protecting your Pets - What happens to your furry loved ones when you’re gone? Pets are family and my dog is no exception. He’s like a...

Everyone is at different stages of their life and has different things going on. One thing we all have in common is that at some point,...

Happy Monday everyone! If you’re still looking for reasons as to why you should look into Estate Planning, check out this article from...

Happy Friday Everyone! This week’s #FridayFunFact: Estate Planning is not only for the elderly! It’s a common misconception that you...

Some #Wisdom this rainy #Wednesday: Beware of Estate Planning Scams!!! Many of you may have received a postcard in the mail recently with...

This week’s #TuesdayTip: Things happen everyday, good and bad, known and unknown. We don’t always plan for the bad or the unknown - but...

Happy Friday Everyone! Here’s this Friday’s #FunFact: In the eyes of the law, your 18 year old child, is now an adult. They now have...

Having an #Estate #Plan in place allows peace of mind knowing your personal and financial affairs are in order, in the unlikely event...

#WisdomWednesday: You may or may not need a complete Estate Plan depending on your financial and personal affairs. However, one thing is...

This week’s #TuesdayTip: Plan now, not later. Don’t wait for an unexpected life changing event to plan for the safety of your loved ones....

Happy Friday & TGIF everyone!! Another Estate Planning misconception: Estate Planning is only for the wealthy. You need to have a plan in...

Many people assume that a Will is enough and will suffice in leaving everything to their loved ones as they wish. This is probably one of...

Today’s Tuesday Tip: nominate guardians for your minor children. Without guardians of your choice, should something happen to you and...

As #college #acceptance letters begin to roll out, graduation approaches, the idea of your #child going to college, and the thought of...

We all have checklists. The daily to-do #checklist, the grocery checklist, the work checklist, just to name a few. But have you heard of...

Who needs an #Estate #Plan? This is probably one of the harder questions to answer, because not everyone “thinks” they need an Estate...