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Do Not Fall Victim To These Tax Mistakes

We may pay taxes every year, but that does not mean it is a simple process. Did you know that making small errors while filing can add up to costly mistakes? This Wednesday, do not wait to learn more about common tax mistakes to avoid while filing this year.

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4 Easy Tips for You to Use When Filing Your Tax Returns

The deadline to file your tax return this year is Monday, April 15th. Write this date down in your planner, place it on a sticky note on your refrigerator, or commit it to heart, whatever you need to do to make sure you do not miss this important deadline. If you do need more time, however, you can request a ...

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What to Do When Returning Home After a Hurricane

We help our clients plan forward everyday. From estate planning to business planning to making decisions surrounding long-term care, we are committed to you and our community. It doesn’t begin and end though with having the right documents in place.

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5 Ways the New Tax Bill Can Help You and Your Family

Earlier this year, the Tax Cuts and Jobs Act (TCJA) was signed into law and quickly began taking effect. As many of you may know, the new tax law brings significant changes to the future tax landscape, many of which differ for each of us. Learn more in our blog today!

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The Reasons Why a Durable Power of Attorney is Important

Do you know how to ensure there is someone who can make your decisions if you are incapacitated? A separate document, called a durable power of attorney, ensures that your affairs are handled by someone you trust in the event you become unable to handle them yourself. Learn more from us today!

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Revocable Trusts are Much Harder to Contest Than Wills

A revocable trust’s contestability protection is valuable in more ways than one. Not only does it save on litigation costs typically paid from estate assets, but it avoids delays and emotional stress when families are grieving. Learn more from us today!

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