Tom

August 17, 2021

Retirement Tips Seniors Will Need If the Capital Gains Tax Changes

Have you heard of the proposal currently going through Congress to change the capital gains tax rate? While the news may be…

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August 3, 2021

Why You Need to Keep Your Estate Planning Documents Updated

Do you have an estate plan in place? If so, congratulations on taking this important step towards protecting your future for both…

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July 20, 2021

Warning Signs Your Aging Parent May Need Memory Care Soon

Forgetfulness can often be associated with aging. How do you decipher this natural sign of aging from the more serious symptoms of…

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July 6, 2021

Key Reasons Why You Need to Update Your Estate Plan When You Move to a New State

Anyone that has ever moved to a new state has likely gone through the arduous task of updating an address on multiple…

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June 15, 2021

The Biden Administration Plan for the Federal Estate Tax

Have you been wondering what the Biden administration proposals for the federal estate tax would mean for you? If so, you may…

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May 18, 2021

How to Start “Tough Conversations” About Medical Care

Set aside time as soon as possible to have conversations with loved ones about your personal preferences for medical and/or long-term care….

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May 4, 2021

Did you Make Your Medical Wishes Known for National Healthcare Decisions Day which was April 16, 2021?

National Healthcare Decisions Day was on April 16th, and it is an important reminder for every adult (remember, you are an adult…

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April 20, 2021

Why We Celebrate National Autism Acceptance Month

Did you know that, every April, we recognize National Autism Acceptance Month? In the past decade, the prevalence of autism has more…

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April 6, 2021

Three Reasons Why You Would Want a Pet Trust in Your Estate Plan

Did you know that pet trusts may be for more than just wealthy individuals? While pet trusts may seem like something that…

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March 16, 2021

Coping With An Aging Parent’s Memory Loss: Four Things To Keep In Mind

Have you considered that one of the biggest complaints about getting older may be the seemingly inevitable memory loss? For some it…

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