BLOGS

UNEXPECTED MEDICAL EMERGENCIES

ARE YOU PREPARED FOR THE UNEXPECTED? We all have schedules and appointments to keep. Our days are filled with work and family responsibilities, important meetings, get-togethers with friends and family, and maybe even a little “downtime” here and there, if we’re lucky. We plan our lives, both for the short-term and the long-term. You may think you have it all figur...
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ESTATE PLANNING UPDATE: NEW TAX LAW

By now, you have probably heard plenty of news coverage about the Tax Cuts and Jobs Act of 2017 (“TCJA”).  The new law includes many changes to individual and corporate tax rates, deductions and other rules.  While there was also much discussion about repealing the federal estate tax, the final tax bill does not repeal estate tax.  Thus, there is still a federal estate tax.  Add...
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WHAT ARE YOU THANKFUL FOR?

This week is Thanksgiving.  So what are you thankful for?  Family is at the top of most of our lists, and we will be spending time with family, enjoying each other’s company and plenty of delicious food!  No gifts are exchanged – just stories (both old favorites and new ones) and laughs, and maybe some recipes.  This time should be treasured, as family members often do...
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WHAT CAUSES ARE IMPORTANT TO YOU?

There are so many good causes out there, and so many charitable organizations to serve them. What is important to you?  Perhaps it is research to find a cure for Alzheimer’s Disease, cancer or some other disease that claimed the life of a loved one. Or, maybe you want to save abused animals or the rainforests, help underprivileged children, or aid the victims of domestic violence ...
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SIMPLE WILL UPDATES MAY NOT BE ENOUGH

It happens all the time. Clients call to book and appointment for a “simple Will update”. Maybe you have a Last Will and Testament (a “Will”) that you signed 15 years ago when your kids were little. Perhaps you created Revocable Living Trusts when the estate tax laws were much different than they are today. It could be that your Health Care and Property Powers ...
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