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February 1, 2018

As 2018 begins it pays to make a few resolutions that can support your wish to leave key assets to your heirs, minimize taxes and protect finances and health care.  Here are a few for you to consider in the new year:

Advance Health Care Directive and Power of Attorney


January 17, 2018

There is a new tax law that became effective January 1, 2018, that may affect your estate plan. Although the estate tax was not repealed in the final bill as some had hoped, there are a few significant changes.  

Among those are a doubling of the estate and gift ta...

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August 9, 2019

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