Let’s Start Planning Your Future Today
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 Consulation21
Nov
It is a frigid November night. You put on a sweatshirt and sweatpants to warm up—to no avail—and decide to light the season's first fire. You open the woodstove door to find last year’s ashes still inside, the chimney unswept. Not ideal, but manageable. Yo...
View More21
Nov
Thanksgiving is built on a shared story and tradition, but every family has a different way of celebrating the country's second-favorite holiday. Unlike Christmas and the gift-giving anxiety that can accompany it, Thanksgiving is more about keeping things simple. Sure, host...
View More21
Nov
In 2025, what is the total amount of money and property you can gift during your lifetime and leave at your death to your loved ones (other than to your spouse) without owing federal estate tax? $5 million $15 million $13. 99 million as much as you want The correct answer is ...
View More21
Nov
What comes to mind when you think of the typical American family? Today's families take many different forms: Some are blended through divorce and remarriage while others are built through long-term partnerships, adoption, or fostering. Families may include same-sex o...
View More21
Nov
We all have those nagging to-do items that never seem to make it to the top of our list, even though we know how important they are. Maybe it is scheduling a checkup with the doctor, calling the HVAC company to inspect that noisy furnace, or starting the fitness routine you keep ...
View More21
Nov
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...
View More21
Nov
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...
View More21
Nov
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...
View More21
Nov
There is nothing quite like ice cream on a warm summer day served just the way you like it. You are outside, maybe on a shaded bench or strolling down the boardwalk, sun on your face with a light breeze cutting the heat. The cone is crisp, the flavor is superb, and the topp...
View More21
Nov
It is summertime, and the living is easy. Maybe you spent the day out on the boat, at the beach, or at home relaxing in your most comfortable lounge chair. As the sun sets, you have a hankering for a sweet treat and decide to get some ice cream—a no-brainer in July, N...
View More21
Nov
As much as Americans love ice cream, our tastes run pretty plain. Vanilla, chocolate, and strawberry consistently dominate “Top 5” flavor lists. 1 When we add toppings, we usually reach for the familiar—sauces, nuts, and sprinkles. Some people go for bolder ...
View More21
Nov
Did you know that roughly 75% of Americans don't have a basic will 1? Even more concerning is that many of these individuals have children under the age of 18, leaving their families vulnerable to unnecessary legal complications and uncertainty. Estate planning is often mis...
View MoreWhether 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