Latest Blog Posts

How to Fix 5 Common Estate Planning Problems

Posted on: May 8th, 2018
Five common estate planning problems and how to fix them....

The One Thing Every New Grandparent MUST Do As Soon as Possible

Posted on: May 1st, 2018
Congratulations on welcoming the newest addition to your family. Being a new grandparent changes everything -- including how you approach your finances...

3 Celebrity Probate Disasters and Tragic Lessons

Posted on: December 27th, 2016
With extreme wealth accumulated, one would assume that celebrities would take steps to protect their estates. But think again...

Battle over Robin Williams' Tuxedo Highlights Importance of Estate Planning

Posted on: January 22nd, 2016
The recent battle over Robin Williams' tuxedo by his family members is a good example of why everyone needs an estate plan...

What the Recently Released 2016 IRS Inflation Adjustments Mean for You

Posted on: December 9th, 2015
​The Internal Revenue Service has released the official inflation adjustments that will affect 2016 federal reporting for estate taxes, gift taxes, generation-skipping transfer taxes, and estate and trust income taxes. These changes will affect the way your accountant and your attorney help you plan as 2015 comes to an end....

Article From IRS Newswire: Make a Wise Choice when Selecting a Tax Preparer

Posted on: November 18th, 2015
An article from the IRS Newswire with important information everyone should know before choosing a tax preprarer and why it's best to start the search for a tax preparer now....
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