October 19th-25th 2020, is National Estate Planning Awareness Week! If you’ve been thinking about creating an estate plan but still haven’t checked it off your to-do list, now is the perfect time to get it done. If you or anyone you love has yet to create a plan,...
Regardless of how you plan to vote on November 3rd, you should start considering the potential legal, financial, and tax impacts a change of leadership might have on your family's planning. If you could be impacted, there are many reasons you should start strategizing...
In terms of financial, tax, and estate planning, the Democrats are promising radical changes to the tax landscape, which could seriously impact your planning priorities.
