29 March

At this point, many Americans are seeing $1,400 stimulus checks hit their bank accounts, and while some people are using that money to pay their bills or dig out of debt, others have a real opportunity to snag an even bigger windfall by investing that cash instead. If you don’t need your stimulus to cover […]

Read More
27 March

Estate plans, much like the people who create them, are all unique. Contrary to popular belief, there is no one-size-fits-all approach. While there are some general similarities that can lead two clients to have a very similar estate planning structure (e.g., all to spouse and then all to children in equal shares), there are always […]

Read More
22 March

While digital assets, or more precisely, cryptocurrency, have made certain transactions simpler, they have complicated the estate planning process. Clients who have acquired such assets must incorporate them into their estate planning documents or risk losing them forever. Digital assets, or more precisely, cryptocurrency, are growing exponentially in terms of value and popularity. Although cryptocurrency […]

Read More
21 March

Key takeaways Consider getting your financial house in order sooner, rather than later. Your family and loved ones will thank you for it. As your family’s financial go-to person, make sure you have estate planning strategies in place that can help you protect and provide for your loved ones after you pass. On your own […]

Read More
20 March

Many people want to remain in their homes after they retire rather than move to a senior living facility or community. Unfortunately, most homes aren’t set up to help us age safely and affordably. If your goal is to “age in place,” some early preparation could help make that possible — or point to better […]

Read More