Roman Aqueducts
Roman Aqueducts If you've [...]
Transfer on Death (TOD)
While market volatility can be unsettling, it’s times like these when it’s important to remember we’re always keeping a watchful eye on your portfolio. And to help provide a little peace of mind, here are a few things to remember during uncertain times to help keep things in perspective.
The 2021 Estate Tax Exemption
The 2021 Estate Tax Exemption [...]
Gifting Earlier May Make Sense
Gifting Earlier Might Make Sense [...]
Life Insurance Payout Considerations
Life Insurance Payout Considerations [...]
2021 Estate Tax Exemption
2021 Estate Tax Exemption [...]
Estate Planning Advice for Women
Whether you are a single, married, divorced or widowed woman, this is for you. Special guest, Lynn Michael, a local attorney, shares estate planning advice for advice for women on getting their personal business in order.
Health Care Documents Everyone Needs
Are you concerned about COVID-19, the flu, or something more catastrophic? If so, there are three health care documents everyone needs. They are a living will, a health care proxy, and a HIPPA authorization.
Naming Your IRA Beneficiary
Completing the IRA beneficiary designation form is part of your overall estate planning. Because the outcomes vary depending on your choice, you should understand the options.
