Our Blog

Are Payable-On-Death Accounts Right For You?

A payable-on-death account, also called a POD account, is a common way to keep bank and investment accounts out of probate, the court-supervised process that oversees distributing a deceased person’s property. Most people want to avoid their estate going through...

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Estate Planning 101: The Basics

In preparation for the upcoming tax season, you may have already begun gathering some paperwork, like you property tax bill, year end mortgage statement, or final pay stubs.. Although filing your income taxes is different than putting your affairs in order, you’re...

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Could money I lent to my family be an asset?

Many children and grandchildren are skipping the traditional bank and obtaining loans from parents or grandparents. Unfortunately, we have all heard stories of families torn apart because of disagreements over money. So, what can you do to make sure your intra-family...

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Organizing for Tax (and Estate Planning) Season

It’s the start of a new year, which means tax season—and this year’s April 17th IRS filing deadline—is just around the corner. Soon you’ll be receiving tax forms such as your W-2 or 1099s, and you’ll start thinking about the life events that could affect your taxes in...

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What to Expect from Estate Planning in 2018

As we all look ahead to 2018, let’s consider a few things to watch regarding estate planning, so you and your family can be completely protected. ●     The death tax. The death tax has been in a state of flux ever since the early 2000s when the Bush administration’s...

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