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 documents and accounts. Did you know, however, that there may be a bigger and even more important update necessary for your financial security when you move? That important update would be updating your… Read more »

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 not be alone. The estate and gift tax rules can be complicated and there are many intricacies involved. The Biden administration has proposed two major changes. One is to raise the capital gains… Read more »

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. Here are some important issues to consider:   ∙ Whom do you trust to make medical decisions on your behalf? Whom do you NOT want to make decisions for you? ∙ How do you… Read more »