BOOK A DISCOVERY CALL

Big tax changes may be coming in 2025 with the 'One Big, Beautiful Bill.' From bigger child tax credits to new business deductions, here’s what you need to know — in plain, easy-to-understand language — to get ahead and save money.

Learn how to plan for retirement after 50 with these 10 essential steps. From estate planning to long-term care, protect your future and build a lasting legacy with confidence.

Memorial Day estate planning is more than just organizing your finances—it’s about preserving your story, protecting your loved ones, and honoring the values that shaped your life. This holiday, take a moment to reflect on what truly matters and how you can leave behind a legacy with purpose and clarity.

What Legal Documents Does My 18-Year-Old Need? When your child turns 18, you lose automatic access to their medical and financial information—even in an emergency. In this post, we break down the essential legal documents every young adult should have, from HIPAA forms to powers of attorney, so you can stay prepared and support them as they step into adulthood.

The type of trust you choose can make all the difference in how your family accesses your assets, avoids court, and protects your legacy.

You are probably already aware of the tax benefits from donating to charity during your lifetime—donations to charity are tax-deductible....

This is a great question because many people are unaware of how the process actually works, and it’s not as simple as you may think. So,...

When it comes to legacy planning, wills and trusts are two of the most commonly used legacy planning tools, and are usually the...

Although you are technically allowed to name a minor child as the beneficiary of your 401(k), IRA, or other employment-sponsored...

This may seem like the right thing to do, but the answer is actually no, and let me explain why—when planning for a loved one with...

A last will and testament is the most commonly thought-of document when it comes to an estate plan. But really it is only a very small...

It's hard to foresee how your loved ones will act when you die or become incapacitated, no matter how well you believe you know them....

Do images of elegant homes and yachts come to mind when you hear the words "trust fund"? A trust fund - or trust - is an useful estate...

As we head into peak wedding season, if you are a newlywed or are about to tie the knot, you should be adding “estate planning” to your...

Just Married? 6 Estate Planning Essentials for Newlyweds—Part 1 As we head into peak wedding season, if you are a newlywed or are about...