Two provisions under the new tax law positively affect ABLE accounts
Two provisions under the new tax law positively affect ABLE accounts The Tax Cuts and Jobs Act includes two provisions…
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Refinancing your principal residence when owned by your revocable living trust
Refinancing your principal residence when owned by your revocable living trust We occasionally get calls from clients who are trying to…
How Caregivers Can Deal With Stress Related Insomnia
How Caregivers Can Deal With Stress Related Insomnia Imagine a 50-year-old man caring for his elderly mother. His mother lives…
Three common mistakes to avoid when planning the succession of your business
Three common mistakes to avoid when planning the succession of your business Many small business owners are focused on running…
The role of a premarital agreement in estate planning
The role of a premarital agreement in estate planning A premarital agreement, also known as a prenuptial agreement or prenup,…
Safekeeping your estate planning documents
Safekeeping your estate planning documents I received a call this week from a client who asked for copies of his…