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Do your parents have an estate plan?

Posted on: November 27th, 2018
If you find yourself in the “sandwich generation” (someone who is caring for both your children as well as your parents simultaneously), you need to know whether or not your parents have put together an estate plan....

5 Tips for Successfully Receiving an Inheritance

Posted on: November 21st, 2018
If you recently received an inheritance, or are expecting to receive one in the near future, it has likely triggered mixed emotions in you. You have lost a loved one and also experienced monetary gain....

Cryptocurrency and Estate Planning: What You Need to Know

Posted on: November 8th, 2018
Cryptocurrencies have been making headlines as of late, with more and more investors wanting in on this digital currency. Cryptocurrencies are attractive because they are unregulated, decentralized, and anonymous. Are you intrigued?...

How to Successfully Make a “Large” Gift to Your Children or Grandchildren

Posted on: November 6th, 2018
What constitutes a “large” gift can be relative. That being said, if you are considering giving cash or property to someone, a little bit of planning can really help avoid negative consequences. ...

Should your child’s guardian and trustee be the same person?

Posted on: October 17th, 2018
When it comes to estate planning, who will be ultimately in charge of your minor child is an important decision that requires consideration of many factors....

Your 2018 Taxes – Get Started Now

Posted on: October 3rd, 2018
Things to Consider With Your 2018 Taxes...
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