Blog Articles
The Tax Cut & Jobs Act Drastically Alters the Tax Consequences of Divorce
The Tax Cuts & Jobs Act (TCJA) made sweeping changes to exemptions, deductions, and credits for your family’s federal income taxes. But one major change that you might not have noticed is the way the law altered the potential tax consequences of divorce.
Avoid These 4 Mistakes When Naming Life Insurance Beneficiaries
The following four mistakes are among the most common we see clients make when selecting life insurance beneficiaries. If you’ve made any of these errors, contact us right away, so we can amend your policy to ensure its proceeds provide the maximum benefit for those you love most.
Don’t Let Diminished Financial Capacity Put Your Elderly Loved Ones At Risk—Part 1
Financial capacity refers to the ability to manage money and make wise financial decisions. Yet cognitive decline brought on by dementia often develops slowly over several years, so a diminished financial capacity frequently goes unnoticed—often until it’s too late.
Don’t Let Diminished Financial Capacity Put Your Elderly Loved Ones At Risk—Part 2
Financial capacity refers to the ability to manage money and make wise financial decisions. A decline in financial capacity not only makes seniors more likely to mismanage their money, but it also makes them easy targets for financial exploitation, fraud, and abuse.
5 Steps For Adding Digital Assets To Your Estate Plan
Given the unique nature of your online property, there are a number of special considerations you should be aware of when including online property in your plan. Here are a few of the steps you should take to help ensure your digital assets are properly accounted for, managed, and passed on.