estate planning

June 14, 2018

Estate Planning for Parents of Children with Special Needs

If you are the parent of a child with special needs, we cannot stress enough that you need a tailored estate plan. Caring for children with […]
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June 26, 2018
How Will the New Federal Estate Tax Exemption Affect Estate Planning?

How Will the New Federal Estate Tax Exemption Affect Estate Planning?

The Tax Cuts and Jobs Act of 2017 raised the estate tax exemption, among numerous other changes to federal tax laws. While the other changes may […]
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July 5, 2018
If You Have Life Insurance, Do You Still Need a Will?

If You Have Life Insurance, Do You Still Need a Will or Trust?

Companies advertise life insurance as the solution to all your future planning needs. The insurance provides funds to support your spouse and children if anything were […]
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July 12, 2018
Changes to Your Estate Plan as You Approach Retirement

Considering Changes to Your Estate Plan as You Approach Retirement

As you approach retirement, consider revisiting your estate plan to ensure it still meets your needs. If you made the plan years ago, many things in […]
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