Like Us on Facebook Join Us on Google Follow Us on Twitter Connect with Us on LinkedIn


Category: News and Blog

Oct 30 2017

Transferring Digital Currencies at Death

People who hold digital currencies such as bitcoin need to think carefully about passing them on.  Something known as a …

> Read This Article

Oct 27 2017

Why You Might Want a Trust

Clients often ask if they need a trust instead of a Will.  It’s a very personal decision, but here are …

> Read This Article

Oct 26 2017

Considering Moving Closer to Family?

With families commonly spread out across the country, or even the world, many parents consider moving closer to a family …

> Read This Article

Oct 25 2017

Survey: Caregiving Has Its Rewards

A new survey of those caring for loved ones with dementia indicates the rewards of providing care are not insignificant: …

> Read This Article

Oct 24 2017

Having the Money Talk

Grown children hate talking to their parents about money, but there are important reasons to do it.  Here are some …

> Read This Article

Oct 23 2017

Estate Tax or Not, You Need a Plan

You may be convinced the GOP will finally eliminate the estate tax.  Great, but you still need an estate plan.  …

> Read This Article

Oct 20 2017

IRS Announces Tax Limits for 2018

The estate tax exemption is going up to $5.6 million (the IRS zoomed right by $5.5) for 2018, and the …

> Read This Article

Oct 19 2017

The Tomayto and Tomawto of Taxes

Some call it the “death tax,” others call it the “estate tax.”  The branding means more than it probably should, …

> Read This Article

Oct 19 2017

New Tool in Elder Abuse Fight

New federal elder abuse law aims to make it easier to prosecute scammers.

> Read This Article

Oct 18 2017

Choosing Your Executor/Trustee

We often talk about how important it is to carefully choose who will administer your estate, whether via a trust …

> Read This Article