January - 2018

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Do You Own Rental Property? How Proactive, Comprehensive Estate Planning Can Help

A comprehensive estate plan should address all of your assets. For most people, an estate plan must include three common categories: (1)...

How to Share Family History and Heirlooms with Your Estate Plan

The best time to share your family history with loved ones is right now, before the memories are forgotten. Any time your loved are...

Organizing for Tax (and Estate Planning) Season

It is the start of a new year, which means tax season—and this year’s April 17th IRS filing deadline—is just around the corner. Soon you...

High Deductible Health Plan? How Your Health Savings Account (HSA) Works with Your Estate Plan

If you are enrolled in a qualified high-deductible health plan (HDHP), you must consider how your health savings account (HSA) fits into...

HOW TAX REFORM WILL IMPACT YOU AND YOUR ESTATE PLANNING

In December 2017, Congress passed, and the President signed a sweeping tax reform bill commonly known as the "Tax Cuts and Jobs Act"....

What to Expect from Estate Planning in 2018

2017 is fading into the rearview mirror. As we all look ahead to 2018, let us consider a few things to watch regarding estate planning,...

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