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...

New Legislation Could Mean the End of Estate and GSTT Taxes

In a time where so much is changing in America’s legal landscape and the possibility of sweeping national tax reform seems imminent, it’s more important than ever to keep your estate plan up to date in accordance with the newest laws and provisions. What This Means...

The Many Needs for Life Insurance in our Lives

The main reasons most people have life insurance are to pay final expenses (medical, funeral, burial, etc.), replace an income stream and/or create wealth for our dependents after we die. Life insurance can also play an important role in business, estate planning and...