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...
Will Your Estate Plan Actually Work When Your Family Needs It?

Will Your Estate Plan Actually Work When Your Family Needs It?

If you’re like most people, you likely think estate planning is just one more task to check off of your life’s endless “to-do” list. You may shop around and find a lawyer to create planning documents for you, or you might try creating your own DIY plan using online...
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...
4 Reasons Why You Can’t Afford to Go Without An Estate Plan

4 Reasons Why You Can’t Afford to Go Without An Estate Plan

October 19th-25th, 2020 is National Estate Planning Awareness Week, so if you’ve been thinking about creating an estate plan, but still haven’t checked it off your to-do list, now is the perfect time to get it done. If you or anyone you love has yet to...
Mary Trump Sues  President & Family for  Inheritance Fraud!

Mary Trump Sues President & Family for Inheritance Fraud!

Mary Trump, President Donald Trump’s niece, is suing the president over claims that he cheated her out of tens of millions of dollars of inheritance decades ago by manipulating the value of properties and lying to her about the worth of her inheritance.  The...
Don’t Let Diminished Financial Capacity Put Your Elderly Loved Ones At Risk—Part 1

Don’t Let Diminished Financial Capacity Put Your Elderly Loved Ones At Risk—Part 1

With more and more Baby Boomers reaching retirement age each year, our country is undergoing an unprecedented demographic transformation that’s been dubbed “The Greying of America.” This population shift stands to affect many aspects of life, especially your...