Blog

  • Some Things Are Constant, No Matter Who’s in Charge

    Amid so much political uncertainty, it’s important to remember there are many foundational constants in estate planning that are important no matter who’s in charge politically or what the tax laws look like. As part of your financial wellness team, we’re staying informed and will be here to guide you in matters of estate planning. In order for you to grow and retain your wealth, careful ...


  • The Midterm Split: Democrats Won the House, Republicans Kept the Senate

    Before the midterm elections, it was unclear how legislation like the 2017 Tax Cuts and Jobs Act would be affected. Now that we know the House and Senate are split between Democratic and Republican control, it remains to be seen how well the parties will work together on a common agenda. So what does a divided federal government mean for you? The budget reconciliation strategy the Republicans u ...


  • Planning in a Fluctuating Political Climate

    Estate plans must change when you experience any major life changes, such as marrying someone new or welcoming a child to the family. But you also need to respond effectively to large-scale changes that are external to your personal life, such as legislation that impacts the way your assets are taxed. Regardless of your political leanings, it’s safe to say the United States is continuing to e ...


  • What do the 2018 Midterm Elections Mean For Your Estate Plan?

    Estate planning is meant to be an ongoing process, not a one-time transaction. In the same way that you never stop budgeting, saving, and investing as you go through life, it is also sensible to see estate planning as a lifelong project. Let’s look at some of the considerations you should make now that the 2018 midterm elections are in the history books. ...


  • Your 5 Task Year-End Estate Planning To-Do List

    2019 is fast approaching. As we all prepare for the holidays and a new year, it is important that we wrap up any loose strings. Before entering into the new year, here are some things that need to be on your end of year checklist: 1. Make Sure Your Estate Planning is Up To Date Will or Trusts Now that the federal estate tax exemption is fixed at $10 million per person adjusted for inflati ...


  • Purpose Of A Will

    Creating a will is an essential step in the estate planning process to protect your assets and the future of the people you love. Your will has three primary purposes, to identify your beneficiaries and the assets that will be distributed to them (whether it be a spouse, children, friends, charities, pets). Secondly, you will name a temporary and permanent guardian for any underage children so th ...