Latest Articles

How Seniors Can Protect Their Driving Privileges

May 16, 2018

Google the title of this blog post, "How Seniors Can Protect Their Driving Privileges," and take a l...

What Will the New Tax Law Mean for Seniors

May 09, 2018

Only a few months after the passage of the Tax Cuts and Jobs Act (TCJA), many of our clients, partic...

Do You Need a Pet Trust?

Apr 25, 2018

Do you need a pet trust for your dog, cat, or other pet? At first blush, the idea of creating a trus...

Three Advantages of Health Savings Accounts You Might Not Know About

Apr 16, 2018

If you have a Health Savings Account, or HSA, you probably use it as most people do: to pay your out...

Do You Have to Update Your Estate Plan With the New Tax Law?

Apr 05, 2018

Any time there is a change to the federal tax code, as there was at the beginning of 2018, there is ...

Tax Basis and Your Estate Plan

Mar 28, 2018

When preparing your estate plan, you may have multiple goals. You want to provide for your loved on...

Top Five Downsizing Tips For Seniors

Mar 19, 2018

If you have retired and your children have moved out of your house, you may look around and realize ...

Are You Hitting Your Age-Related Retirement Milestones?

Mar 12, 2018

When our children are small, we read books about child development and take delight when our little ...

How to Keep Your Estate Plan Private

Feb 27, 2018

A colleague recently had an elderly maiden aunt pass away. Though the aunt had many nieces and nephe...

Does Your Debt Pass Away When You Do?

Feb 20, 2018

What will you leave behind you when you die? When you hear that question, your first thoughts may be...