The Holidays and Your Estate Plan

By |2019-06-24T16:50:43+00:00December 12th, 2018|Estate Planning, LAdy Bird Deed, Probate, Trusts, Wills|

While it can be difficult to broach the topic of estate planning, the holidays are a great time to start the conversation. Make sure you have the appropriate safety measures and documents in order to protect your loved ones. From lady bird deeds to living wills and special needs trusts, we can help you plan for your family’s future.

Comments Off on The Holidays and Your Estate Plan

What Trump’s Tax Cuts Mean for Your Estate Plan

By |2019-06-24T16:51:30+00:00January 17th, 2018|Charitable Giving, Estate Planning, Financial, Taxes, Trusts, Wills|

On December 22, 2017, President Donald Trump signed into law the Tax Cuts and Jobs Act. Effective January 1, 2018, [...]

Comments Off on What Trump’s Tax Cuts Mean for Your Estate Plan