Latest Blog Posts

Your 2018 Taxes – Get Started Now

Posted on: October 18th, 2018
While the end of the year is not quite here yet (but rapidly approaching), now is an opportune time to take a moment and start your year-end tax planning for 2018. This is particularly necessary this tax year because of the changes to the tax law that became effective in 2018....

An Introduction to Planning with Limited Liability Companies – Part 3 of a 4 Part Series

Posted on: October 18th, 2018
This is Part 3 of our four-part series of blog posts where we are sharing the basics of using Limited Liability Companies (LLCs) as part of your asset protection plan....

Estate Planning Considerations for Benefits Open Enrollment

Posted on: October 9th, 2018
The fall, generally late-October or early-November, is the time when employers send out summaries of employee benefits offered by the company and give employees the option to enroll in these benefits. These can generally include retirement plan options, health care, dental, vision, short and/or long-term disability, and life insurance coverage. Your employer may pay 100 percent of the premiums, split the costs with you, or you may have to pay all of the premiums yourself. Below are several considerations you should keep in mind once open enrollment begins....

An Introduction to Planning with Limited Liability Companies – Part 2 of a 4 Part Series

Posted on: October 9th, 2018
This is Part 2 of our four-part series of blog posts where we are sharing the basics of using Limited Liability Companies (LLCs) as part of your asset protection plan....

An Introduction to Planning with Limited Liability Companies – Part 1 of a 4 Part Series

Posted on: October 2nd, 2018
In this four-part series of blog posts we will get into the basics of using Limited Liability Companies (LLCs) as part of your asset protection plan. Today’s post is Part 1 and will give an introduction to LLCs....

Do your parents have an estate plan?

Posted on: October 2nd, 2018
If you find yourself in the “sandwich generation” (someone who is caring for both your children as well as your parents simultaneously), you need to know whether or not your parents have put together an estate plan. While it is still your parent’s choice to make estate planning decisions, having a plan -- no matter how late in life it is created -- is an absolute must....
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