Legacy and Estate Planning

Changes to tax laws happen so often they can be hard to keep track of. As different presidential administrations make reforms and updates to tax law, tax authorities also make frequent regulatory changes. One such change is the annual adjustmentREAD MORE

Thoughts on creating a legacy through charitable giving often begin later in life, when children are grown, with children of their own. Thoughts of charitable giving often coincide with grandchildren heading back to school when the pleasure of long summerREAD MORE

Sending your children off to college is a significant moment filled with excitement and pride. Amid the flurry of college preparations, parents often focus on practical matters such as packing, finances, and logistics. However, one crucial aspect often overlooked isREAD MORE

Historian James Truslow Adams introduced the term “American Dream” in his best-selling book Epic of America. First published in 1931, Adams described it as, “that dream of a land in which life should be better and richer and fuller forREAD MORE

As we approach Independence Day, a time when we celebrate the cherished ideals of liberty and self-determination, it becomes even more crucial to reflect on our own personal independence and take steps to safeguard it for the future. One essentialREAD MORE

There’s no doubt that America’s political landscape has become polarized over the past decade. And it’s well known that partisan politics can lead to uncertainty in many areas that can have a direct effect on our lives. Estate planning is noREAD MORE

Estate planning is not just a prudent financial decision; it is a critical step that holds profound importance for veterans and active military members. These brave individuals face unique challenges and risks in their service to our country, making planningREAD MORE

If you’re like a lot of people who have just retired or are nearing retirement age, you’re probably wondering (and let’s face it – maybe a little worried) about what you are going to do with all the free timeREAD MORE

In the rush of daily life today, planning for anything more than a few days in advance can be difficult. But when it comes to your financial goals, including estate planning and asset protection, planning ahead is essential. It’s alsoREAD MORE

Estate planning decides who will be responsible for your estate in the event that you die or become incapacitated and can no longer make decisions for yourself. A comprehensive estate plan allows you to leave important instructions relating to theREAD MORE