You know what they say about the best-laid plans….or maybe not? In our book, the best-laid plans are the ones you review again and again, which is especially true for your estate plan. Say something…
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5 Creative Ways to Avoid the Gift Tax (Including Paying for College)
We’ve officially entered perhaps the highest spending month of the year! In fact, Christmas celebrations are expected to cost 17% more this year when compared to 2019 (you can thank COVID-19 and inflation for that…
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The Powerful Estate Planning Checklist No New Parent Should Be Without
As you’re knee-deep in nursery colors, registries, and picking out the perfect name for your new baby, your estate plan is likely at the bottom of your to-do list. Growing families have a unique set…
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