Call Us Now
Email Us Now
Big Myths of Financial Planning
Every day, you make choices about your finances that affect your long-term happiness. But if…
No-Contest Clauses and How They Work
Contesting a Will is not just the stuff of TV melodramas — it happens in real…
Are You Ready for Your Retirement?
As you head toward your post-work years, you may wonder at what point you will…
Digital Records and Your Privacy
The rights to access digital assets are scattered through a web of user agreements and…
Myths of the Estate Tax
If you think you can avoid the federal estate tax, you’re probably right. The federal…
The Spousal Lifetime Access Trust: A Nearly Perfect Tool?
A spousal lifetime access trust (SLAT) is an irrevocable trust where one spouse (the donor…
How to Choose a Guardian for Your Child
Appointing a guardian for your children might seem morbid. If you’re a healthy person who…
Tax Breaks for the Elderly
Getting older has its perks, including tax breaks. Your income threshold for filing a tax return…
4 Questions to Ask the HOA Before You Buy a Home
So you’ve found your dream home in your dream neighborhood, but there’s just one thing…there’s…
