Clients often ask us for tips on how they can avoid paying Federal Income Taxes. Typically, we refer these folks to their financial and tax advisors for advice. This year has been an unusual year and we have had the opportunity to speak to many of our friends in financial ...
Read MoreCongratulations! You’ve completed your estate plan and everything is good to go. You’ve selected a living trust to protect yourself, your assets, and ...
View MoreI am fortunate to meet with a wide variety of people in my practice. Often, I discover that many of these people have started their own businesses. ...
View More“A goal without a plan is just a wish.” - Antoine de Saint-Exupéry Over the years I have noticed many of my clients focus their time and efforts ...
View MoreBuy-Sell Agreements are key documents that any business should have to establish the contractual obligations and rights of the owners at specific ...
View MoreHeirs and beneficiaries often call the firm asking whether they need to refinance when they inherit property. Many worry they could not qualify for a ...
View MoreClients often ask if they should put their vehicle into the name of their trust. The answer, as you may have come to expect from me, is “it depends.” ...
View MoreOn October 14, 2017, my husband and I welcomed our first child to this world. It has been an exciting—and exhausting—three month transition from a ...
View MoreAs 2017 quickly winds down, I find myself reflecting on the past year and speculating as to what the New Year will bring. Most of us would agree that ...
View MoreI often get questions about Organ Donation provisions in Medical Directives and funeral instructions. Having witnessed a kidney donation in my family ...
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