6 Things You Should NOT Include In Your Will

6 Things You Should NOT Include In Your Will

A will is one of the most basic estate planning tools. While relying solely on a will is rarely a suitable option for most people, just about every estate plan includes this key document in one form or another. A will is used to designate how you want your assets...
Taxes under the Biden Administration

Taxes under the Biden Administration

After several days of counting ballots, Joe Biden has been declared the winner of the 2020 Presidential election by many major news outlets. Although we await the official certification of the election by each state, an official concession by President Trump, and the...
How to Save Big Money on Your 2020 Taxes—Part 2

How to Save Big Money on Your 2020 Taxes—Part 2

Taxes are a thorn in just about every entrepreneur’s side. Indeed, taxes are your single biggest business expense. That said, it’s fairly easy to reduce the amount of sting taxes cause—but you do have to be proactive. And we’re not talking about doing anything...
How to Save Big Money on Your 2020 Taxes—Part 1

How to Save Big Money on Your 2020 Taxes—Part 1

When you first realize that your biggest personal and business expense—bar none—is taxes, it can come as quite a shock. Seeing so much of your hard-earned money wind up in the government’s hands can feel like a shakedown. That said, focusing a relatively small amount...
Getting Divorced? Don’t Overlook These 4 Updates to Your Estate Plan—Part 1

Getting Divorced? Don’t Overlook These 4 Updates to Your Estate Plan—Part 1

Going through divorce can be an overwhelming experience that impacts nearly every facet of your life, including estate planning. Yet, with so much to deal with during the divorce process, many people forget to update their plan or put it off until it’s too late....
Start Planning Now to Prepare Your Estate for a Possible Democratic Sweep—Part 2

Start Planning Now to Prepare Your Estate for a Possible Democratic Sweep—Part 2

No matter who you vote for on November 3rd, you may want to start considering the potential legal, financial, and tax impacts a change of leadership might have on your family’s planning. As you’ll learn here, there are a number of reasons why you may want to start...