Feb 7, 2019 | Charity, Estate Planning, Heirs, Taxes, Will
Blog Website Practice Areas About Becoming A Client Resources Contact Us ← This Year Includes Some Key Retirement Issues Perhaps It Is Best to Make a Plan before a Crisis → Passing on Assets? Perhaps Some Can Be Given Away Want to make a big impact? Consider...
Jan 30, 2019 | Aging in Place, Estate Planning, Health Care Power of Attorney, Living Will
Blog Website Practice Areas About Becoming A Client Resources Contact Us ← The New Year Is a Good Time for Estate Plan Review Longer Retirement Means More Money Is Needed → Don’t Avoid a Conversation about Growing Older The talk may be difficult but may turn...
Jan 25, 2019 | Estate Planning
Blog Website Practice Areas About Becoming A Client Resources Contact Us ← Social Security Is Not Necessarily Tax Free The New Year Is a Good Time for Estate Plan Review → Naming Heir to Estate? Consider a Backup You may not like considering a back up to...
Jan 15, 2019 | Estate Planning, Power of Attorney
Blog Website Practice Areas About Becoming A Client Resources Contact Us ← A Good Estate Plan Can Provide Security and Family Peace Don’t Let an Inherited IRA End Up Being Handled Poorly → Power of Attorney a Permanent Decision? The position of POA can be...
Dec 26, 2018 | Digital Accounts, Estate Planning, Social Media
Blog Website Practice Areas About Becoming A Client Resources Contact Us ← IRS Proposal: No Clawback on Huge Gifts Widows Face Multiple Challenges Including Finances → Disorganized Digital Assets? Your Heirs May Face Some Problems Your heirs may find...
Dec 24, 2018 | Charity, Estate Planning
Blog Website Practice Areas About Becoming A Client Resources Contact Us ← Organize Your Digital Assets for Estate Plan IRS Proposal: No Clawback on Huge Gifts → Get the Best Results from Charity Giving End of the year is the busiest time for charities.As...
