Posts tagged with 'estate-planning'

Hurricane clouds

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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2018 with clock and keyboard

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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Two old hands

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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Signing papers

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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Three generations of men

If you are currently struggling to choose a decision maker for yourself, know you are not alone. Many people have difficulty deciding who they want to carry out tough decisions for them on their behalf. Let us share tips for choosing the right person for you today!

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