Estate Planning 101

Estate Planning Steps

Have you ever wondered just what Estate Planning really is? The term “estate” can be deceiving. It doesn’t necessarily mean a large sprawling homestead. In fact, in the eyes of the law, an “estate” is simply all the property you own, both outright and jointly—including bank accounts, real estate,..

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5 Things To Know About the SECURE Act

The SECURE Act

You may have received a memo from us regarding the SECURE Act over the past several weeks. In case you missed it, we wanted to give you a quick breakdown of what the SECURE Act is and why you should be paying attention. On January 1, 2020 The SECURE Act went into…

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Children & Inheritance

Children & Inheritance

Inheritance is a topic that can be tricky for most to discuss. Many of us have been put in a situation where a family member bequeathed us something financially or physically after their passing. Or perhaps YOU are the parent contemplating about how to pass your wealth…

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Advanced Healthcare Directives

advanced healthcare dDirectives

The health and safety of our clients and the community is of the upmost importance to us. As we all continue to monitor this ever-changing situation with COVID-19, we’d like to take this moment to remind you of the importance of updating your…

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