6 Changes to Watch for In Your 2020 Taxes
The CARES Act provides individual taxpayers with several new tax breaks, most of which will only be available for 2020 taxes.
For Your Peace of Mind & Protection of Your Legacy
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What the Netflix Series Tiger King Can Teach You About Estate Planning: Part 3
Anyone who has seen the Netflix documentary, Tiger King: Murder, Mayhem, and Madness, can attest that it is one of the most outlandish stories to come out in a year full of outlandish stories. And while Tiger King’s sordid tale of big cats, murder-for-hire, polygamy,...
What the Netflix Series Tiger King Can Teach You About Estate Planning: Part 2
To avoid putting your loved ones through the unnecessary trauma and expense of litigation, invest the time and money NOW to get a plan in place with a lawyer.
What the Netflix Series Tiger King Can Teach You About Estate Planning – Part 1
If you have seen the Netflix documentary, Tiger King: Murder, Mayhem, and Madness, you can attest that it is one of the most outlandish stories to come out in a year full of outlandish stories. And while Tiger King’s sordid tale of big cats, murder-for-hire, polygamy,...
Before Your Kids Leave for College: Make Sure They Sign These Documents
You may not yet know when your children will head back to college, but if your children are over 18 years old, it is imperative that they sign these documents! Many of us have watched as our children grow into adults (at least in the eyes of the law). Turning 18,...
CORONAVIRUS: Impact to Your Wealth, Health and Happiness
We can help you prepare any necessary documents in our office, either to take precautions against Coronavirus or for any other reason.
The SECURE Act’s Impact on Estate and Retirement Planning—Part 2
In the first part of this series, we discussed the potential ramifications the SECURE ACT has for your estate and retirement planning. Here, we’ll look more deeply into additional strategies you may want to consider in light of the new legislation. On January 1, 2020,...
The SECURE Act’s Impact on Estate and Retirement Planning — Part 1
As experienced Legacy Estate and Planning experts, we can update your plan to address the potential ramifications the SECURE Act might have on the distribution of your retirement assets to your loved ones following your death.
4 Tips for Discussing Estate Planning With Your Family This Holiday Season
The holidays can also be an excellent time to discuss estate planning. With everyone you love gathered under one roof, the holidays provide the ideal opportunity to talk about planning.
Buyer Beware: The Hidden Dangers of DIY Estate Planning — Part 2
We’ll ensure your plan is properly drafted and updated to include all of the protections in place to prevent your children from ever being placed in the care of strangers or anyone you’d never want to raise them.
