skip to Main Content

Blog

What Happens When There’s No Will?

Your attempts to discuss estate planning with your aging parents failed and now both parents have passed away. There’s a big mess to sort out. What should you do now? The first thing you’ll need to do is launch an…

Read more

First Steps After a Loved One Has Died

Unless you have been an executor for a loved one in the past, you are probably not thinking about a “to-do” list of things that must be done shortly after someone dies.This is a useful list, and one you may…

Read more

Expensive—and Commonly Made—Estate Planning Mistakes

You’d be surprised at the things that people do wrong with their estate plans. Improperly prepared documents can result in beloved children being left out of estates, tax bills that take a huge bite out of inheritances and fractured families.…

Read more

Yes, You Have to Pay Taxes, But You Can Pay Less

There are a number of savvy strategies to minimize your tax liability, but some are better known than others. Here are two more to add to your tax toolbox. A Spousal IRA and a Backdoor Roth IRA Contribution are two…

Read more
Back To Top