There have been some significant legal changes recently that may impact how you can maximize your retirement and tax planning. Last year, Congress integrated the Setting Every Community Up for Retirement Enhancement
Most people think of probate (the process of collecting, managing, and distributing a deceased person’s money and property) as a private process. However, because wills are filed at the courthouse, probated estates become
You and your spouse live together, you work together, and chances are you spend a lot of your free time together. Having a successful marriage and business takes a lot of hard work
Do you know a hoarder? I certainly do --- might even have some in my family! Hoarding is more than just being a bit messy: It is actually a disorder causing some people
To all front-line and “essential” workers: thank you for all of your hard work—day in and day out. You tirelessly give of yourself to care for some of the most vulnerable people in
Many people own property in more than one state - perhaps a vacation home in Florida, a rental property in a former home state, or even a car titled in another state. It is
Hopefully you go to your doctor at least once a year to get a physical. This visit helps detect and treat problems before an illness or health condition becomes a major problem. It’s
Estate planning is not just about what happens to your stuff when you die. It is about coordinating all aspects of your life so you can be taken care of during times when
If you have kids, you probably anticipate that they will pursue some sort of post-secondary education such as college or trade school or certification. You have probably also thought about saving to help
Most families are happy families. As you gather together with your family this holiday season, you probably share laughs and tell stories. You get along and enjoy being with each other and everything
