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Are You Prepared for the New Business Reporting Requirements?

April 8, 2024/

Do you own a business? Have you established a LLC for any reason? Did you transfer a business or LLC...

The Risks of Giving Adult Children an “Advance” on Their Inheritance.

February 26, 2024/

There are many reasons you might consider giving your adult children a portion of their inheritance now, while you’re alive...

Should Your Beneficiary Serve as Your Executor or Trustee?

February 19, 2024/

For most people, choosing an executor or trustee means choosing someone close to them – a family member or a...

Is a ‘Sweetheart Will’ Best for You and Your Valentine?

February 12, 2024/

When it comes to estate planning, one of the most important decisions you’ll make is choosing the individuals who will...

Choosing the Right People to Help with Your Estate Plan

February 5, 2024/

When it comes to estate planning, one of the most important decisions you’ll make is choosing the individuals who will...

Sentimental Assets and Your Will: Understanding When Someone Can Challenge Your Wishes

January 29, 2024/

Emotions can run high after a loved one dies, particularly if your family’s assets include items with sentimental value, and...

Protecting Inheritances For and From Your Heirs

January 22, 2024/

Our clients often express concern about protecting the inheritances of their children. Sometimes, parents worry about the security of a...

Mind Matters: Distinguishing Dementia from Alzheimer’s

January 15, 2024/

In this blog, we will shed light on a topic that impacts numerous families – the distinction between dementia and...

Protecting Seniors from Sophisticated Scams

January 8, 2024/

In an era dominated by technology, scams targeting seniors have become increasingly sophisticated, both over the phone and online. It...

There’s Still Time: End-of-Year Tax Planning Considerations

October 27, 2023/

Many people think of estate planning as merely a set of documents that lays out their instructions after they die....

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