Wealth transfer is more than just a financial transaction; it’s an opportunity for families to pass on their values, wisdom, and a legacy of love. Navigating this process requires careful… Read More
Ensuring Your Legacy
Use Estate Planning To Protect Your Finances This Year
With the turning of the calendar and the start of a new year, resolutions are in the air. As you go about welcoming new possibilities, January marks the perfect time… Read More
How to Pay for Long-Term Care: 8 Strategies
For most, it is difficult to think about the possibility of needing long-term care. But many will need it. Start the discussion and prepare yourself now so you do not… Read More
Biden’s Tax Proposal Requires a Closer Look at Your Estate Plan
The American Families Plan proposal released on September 13th, 2021 would reduce the estate and gift tax exemption from $11.7 Million ($23.4 Million for married couples) down to $5 Million… Read More