Latest Articles

Secure Act Becomes Law: How It Affects Your Retirement Planning

Jan 31, 2020

Almost a year ago, we wrote a blog post referencing the SECURE Act, which stands for “Setting Eve...

Five Important Age Milestones Leading Up to Retirement

Jan 20, 2020

You have probably been saving for retirement (or at least thinking about it) for decades. All the wh...

Ten Financial New Year’s Resolutions for 2020

Jan 13, 2020

Happy New Year! Not only is it a new year, but a new decade. While these milestones are somewhat arb...

Estate Planning & Elder Law Services Is Moving!

Dec 20, 2019

The new year is a time of change and new beginnings, and, in 2020, that’s true for Estate Planning...

Seven Year-End Tax Planning Tips for 2019

Dec 18, 2019

There are only a handful of days left in 2019, and while you may want to spend them making merry, yo...

What’s New In Housing Arrangements For Seniors?

Dec 17, 2019

What do you think of when you imagine living arrangements for older people? Perhaps a nursing home o...

Five Ways Small Business Owners Can Lower Taxes

Nov 25, 2019

Most people who become small business owners do so because they have a great idea, service, or produ...

Is Your Medical Information Safe In The Cloud?

Nov 19, 2019

You may not have read about it in the news, but Google has partnered with Ascension, one of the larg...

What’s the Difference Between an Able Account and a Special Needs Trust?

Nov 15, 2019

If you have a child, grandchild, or other loved one with special needs, you may be concerned about ...

Planning for Flexibility in Your Trust

Oct 30, 2019

As any estate planning attorney will tell you, estate planning is important, because the future is...