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  • Is Your House in Order? Seven things to do before things fall apart.
    Is Your House in Order? Seven things to do before things fall apart.

    The holidays are quickly approaching! Time for food, family, fun…and lots of conversation. You'll undoubtedly spend time cleaning and decorating in preparation for your invited guests who come to ...

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  • Estate Planning Checklist for the New Year
    Estate Planning Checklist for the New Year

    Start the Year off Right! Your estate planning goals change over time and the beginning of the year is a great time to create, review and/or update your documents. Many things can affect your plan ...

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  • Government, Healthcare & Business Basics
    Government, Healthcare & Business Basics

    The weather has changed swiftly, and unless you’ve been hibernating, it has been hard to ignore the ”storm” taking place in our Government these days. Between the government shutdown and the new ...

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  • Estate & Income Tax Planning After the D.O.M.A. Ruling
    Estate & Income Tax Planning After the D.O.M.A. Ruling

    Who Benefits? On June 26, 2013, the U.S Supreme Court reversed the Defense of Marriage Act. So now what? The landscape for Estate & Income Tax Planning has changed. Same-sex married couples will now ...

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  • End-Of-Year Giving Checklist
    End-Of-Year Giving Checklist

    The holidays are upon us...2013 is right around the corner. Questions still remain about what Congress will do about the gift tax exemptions, but there are some things we know for sure...there is ...

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