A will is the basic instrument in your estate plan. Your will directs your personal representative to distribute your property to your heirs. However, retirement accounts are handled differently from…
The holidays are approaching and many of us are searching for the perfect gift to give young adults in our lives. Most young adults love to receive money for the…
Many physicians struggle during residency and during the early years of their careers as they pay off student loans and establish their medical practice. However, most physicians eventually become what…
Even though there may be some elements of financial planning and estate planning that overlap, they serve very different roles. Working with a financial planner and an estate planning attorney…
The U.S. House of Representatives passed The Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 in a 417 to 3 vote. If the U.S. Senate passes The…
Bringing Up the Topic of Estate Planning with Your Parents Mother’s Day has just passed and Father’s Day is right around the corner. As our parents age, there are certain…
Merging Finances with a Life Partner Many brides consider June the best month to plan a wedding for many reasons. June is named for the Roman goddess of marriage, Juno,…
How Does Bitcoin and Other Cryptocurrency Affect Tax Planning? Bitcoin is a form of cryptocurrency, also referred to as altcoins or digital currency. Cryptocurrency was first introduced in 2009 when…
Five Tips to Make Tax Time Easier for You Next Year It is only July, so why should you be thinking about filing your taxes? You have at least nine…
The Three Important Money Lessons Your Children Don’t Learn in School In just a few weeks, children will return to school. History, reading, math, and other subjects will fill their…
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