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Estate Planning for Children with Special Needs

For many people, the basics of estate planning are simple enough, but for those families with loved ones who are disabled or have special needs, the estate planning process is more involved – and definitely more critical. The latest statistics show that five percent...

Consider Your Estate Plan Before You Travel

The Holidays are here… travel is the busiest and careful planning is necessary to nab the best airfare or book that special bed and breakfast before it slips away. One thing that is probably not on your travel to-do list is estate planning, but it should be so...

Charitable Donation Tips for The Holiday Season

According to a recent Forbes article, the American charitable donation amount topped $316 billion last year – and most of that came from individuals. Holidays are a traditional time of giving, and not just because we like to get in those year-end tax deductions!...

Asset Protection Strategies for Small Businesses

Consider all the time you have spent or will spend building your business – and then consider how much energy you have spent on how to protect it or protect your family from it. Unfortunately, many small business owners don’t give much thought to asset protection...

Family Caregiver – The Real Costs

According to a recent Pew Research Center study, almost 40% of American adults are caring for an adult or child with chronic health issues – an increase of 10% in just the past three years. The study found that a family caregiver can be found across all demographic...

Same Sex Couple Estate Planning Under Windsor Ruling

In June 2013, the United States Supreme Court invalidated the federal Defense of Marriage Act (DOMA) in the historic United States v. Windsor case. The Windsor ruling has changed a number or federal rules within the IRS, Social Security Administration, and other...