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Whether you need to create a simple Will, protect your assets, or plan for your business, our team is here to help.
Schedule Your Free Consulation04
Sep
Who wants to live to be 100? That depends on who you ask. Whatever the answer, one thing is clear: The odds of reaching that milestone are rising, along with the length of retirement and the number of life changes that come with it. Life expectancy gains in the US since the turn...
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Sep
Bookending the first week of September with Labor Day is a less recognized holiday that may not get much national attention but should if you are planning for your future: National 401(k) Day. Though we are in an era of overall declining economic confidence, many Americans are st...
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Sep
Happy National Stepfamily Day to all who celebrate it! Amid shifting family structures, there is a good chance that you are part of a stepfamily—or know somebody who is—which makes September 16 a perfect day to celebrate. At its heart, National Stepfamily Day is a cel...
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Aug
Regis Philbin, the Guinness World Record holder for the most hours on US television, was a familiar face in millions of homes for decades. By the time he retired from his show Live with Regis and Kelly in 2011, he had spent more than 16,740 hours in front of the camera. Phi...
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Aug
Actor Val Kilmer's passing in April 2025 highlights estate planning issues that can affect almost anyone. Although Kilmer was a celebrity, these issues—including managing real estate in more than one state, deciding what happens with digital assets, and using charitab...
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Aug
Born into an impoverished Houston household in 1949, George Foreman lived a rags-to-riches tale of pure Americana: Olympic gold medalist, heavyweight boxing champion, ordained minister, global pitchman, and father to a dozen children. At the time of his death on March 21, 2...
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Aug
From the moment a child is born, a parent feels an instinctive drive to protect and nurture. We childproof our homes, choose the best schools with care, offer guidance through adolescence, support their career ambitions, and watch with pride as they build lives of their own. That...
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11
Aug
Today, many people choose a revocable living trust as the foundation of their estate plan, often in place of a will, joint ownership, or beneficiary designations. When set up correctly, a trust can bypass the expensive, public, and often time-consuming court processes of conserva...
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17
Jul
Income tax planning has been significantly impacted by the passage of the “One Big Beautiful Bill Act (OBBBA). ” While many of its changes aim to simplify tax filings and increase standard deductions, they also present unique opportunities—especially for clients...
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Jul
The world of estate planning is always shifting, but 2025 has brought important clarity. New legislation affecting estate and gift tax exemptions is reshaping planning strategies for wealthy individuals and families. Here's what you need to know—and how to take advant...
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Whether you need to create a simple Will, protect your assets, or plan for your business, our team is here to help.
Schedule Your Free Consulation