No parent wants to think about unexpectedly passing away and leaving their children alone. Unfortunately, this is something that must be planned for in case the worst were to happen. A comprehensive estate plan is a crucial tool that, in part, gives someone you trust the legal power over your minor children in case you
On December 22, 2017, President Trump signed into law a sweeping tax reform bill commonly known as the Tax Cuts and Jobs Act that went into affect this year. As you know, this new Act contains several significant changes that will impact many of your clients. Your clients suspect so, too, which is why you
We often meet with families who want to ensure their home can be protected during their lifetime and left to their children when they pass on. Unfortunately, there is a significant amount of confusion over the “right way” to complete this planning. Many people have been misled as to the type of planning they need.
Being a caregiver is a full-time job. Of the roughly forty-three million unpaid caregivers in America, the majority of them today are members of the Sandwich Generation. A Sandwich Generation caregiver is one who finds him or herself caring for the needs of multiple loved ones of different ages. If you are a Sandwich Generation