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4 Things Trusts Can Do That Wills Can’t
Both wills and trusts are estate planning documents that can be used to pass your wealth and property to your loved ones upon your death. However, trusts come with some distinct advantages over wills that...
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The Tax Cut & Jobs Act Drastically Alters the Tax Consequences of Divorce
The Tax Cuts & Jobs Act (TCJA) made sweeping changes to exemptions, deductions, and credits for your family’s federal income taxes. But one major change that you might not have noticed is the way the...
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4 Steps For Adding Digital Assets To Your Estate Plan
Although digital technology has made our lives much easier and more convenient, it has also created some unique challenges when it comes to estate planning. If you haven’t planned properly, for instance, just locating and...
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Don’t Let Your Kids Move Out Without Signing These Documents
Watching your kids leave home to attend college or start their career can be an emotional time for you as a parent. On one hand, moving out on their own is a major accomplishment that...
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4 Year-End Tax-Saving Strategies for 2019
As we head towards the end of the year, we’re fast approaching the deadline to implement your family’s tax strategies for 2019. The Tax Cut and Jobs Act (TCJA) completely overhauled the tax code, and...
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How Will the New Tax Law Affect Your Family?
President Trump signed the new Tax Cuts and Jobs Act bill into law on December 22, 2017, and the law includes a number of historic changes to the federal tax code. However, the vast majority...
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