Blogs

Biden Tax Changes

A new year and a new President could mean potential shifts in estate taxes and tax exemptions. President Biden’s proposed plan could modify tax codes to almost anyone who has something of value to leave to heirs. What does the new Biden tax plan mean for you and your heirs? These proposals could:…

Pandemic Planning

Over the past year, some Americans have been using their quarantine time to master baking, learn new trades, or binge-watching popular shows like, The Crown. But a large part of the population is barely staying afloat amongst caring for aging parents, online schooling, and surviving day-to day. In…

Estate Planning After Divorce & Remarriage

A recent study by TD Wealth found that a trend known as “gray divorce,” the increasing rate of those over 50 years old divorcing, is impacting estate planning, coupled with prolonged life expectancy and rising healthcare costs “In addition to prolonged life expectancy and…

2021 Estate Resolutions List

2020 was a year unlike any other. Our collective consciousness changed. Our needs changed and our awareness changed. We began to understand the finite timeline of life and the importance of protecting one another. As we enter 2021, think about your New Year’s resolutions a bit different this time…

Funeral Planning

Advanced funeral planning may seem premature or morbid, but it can also be a cathartic experience and a gift to your heirs and family members. You may not realize all of the anguish that can happen after death, as loved ones worry about honoring someone’s wishes correctly. Wouldn’t it be a…

End of 2020 Checklist

Since things have been in a constant state of flux this year, we haven’t always had the time to take inventory of the changes and how they impacted us. Especially how they may have impacted our estate plan. As we look forward to 2021, there is still an opportunity at the end of 2020…

Thanksgiving Conversation Starters

The holidays will not look the same this year for many families. While we are all hoping to gather together, our plans may have to change or look very different. But as plans change, so should our conversations about life’s unexpected turns. Family gatherings, whether in person or…

Holiday Gift Giving Guide

Holiday gift giving can feel rewarding and fulfilling by showing your appreciation to loved ones and friends. Unfortunately, in person shopping has become difficult this year due to store restrictions and CDC social distancing guidelines. But one of the best ways to safely gift this year is…

Single or Unmarried Estate Planning

If you are single, or unmarried with no kids, you may not have thought much about estate planning. You might have assumed estate planning is only for married couples who need contingency plans for minor children. Just because you have no dependents, doesn’t mean your life…