Tom
Age with Grace Series: Cryptocurrency 101
What exactly is cryptocurrency? Cryptocurrency is a new asset class that exists entirely online. If you are familiar with the term but…
Estate Planning for Young Adults: 7 Reasons to Consider Acting Now
Being a young adult is full of exciting changes, which might include finishing college or other job training and beginning your career,…
Aging Parents and Estate Planning
If you spent some time with your parents over the holidays and for the first time noticed a slight decline in their…
The Trifecta: Tax Planner, Financial Planner & Estate Planning Attorney
Tax planning, financial planning, and estate planning are intricately connected. Making a decision about your finances or estate planning without considering tax…
Age with Grace: Thoughts on Decluttering
Let’s face it. Most of us hold on to more stuff than we should. If you want to make life a little…
Top 5 Reasons to Start Your Estate Planning BEFORE a Health Crisis
Oftentimes, a health scare inspires people to get their affairs in order by creating an estate plan. While any time is the…
Overwhelmed by Estate Planning? Take a Breath. Start Here.
For any number of reasons, you may not be ready to delve into creating a comprehensive estate plan. But even if this…
Revocable Trusts and Irrevocable Trusts – What’s the Difference?
Like a will, a trust is an estate planning tool that determines what happens to assets at death. Different from wills, however,…
Increasing Estate and Gift Tax Exemptions: Don’t Miss Out on This Potential Planning Opportunity
Wealth transfers and tax planning go hand in hand. Tax exemptions reduce the amount of money that is subject to taxation. When…
Funding a Trust: What Does This Entail?
Creating a Revocable Trust is a two-step process. Working with an attorney to draft the actual trust agreement is step one. The…
