A Commitment
to Each Client.
As a parent, you will feel unconditional love for your child and will want to protect them at all costs. Sadly, we cannot always be there for our children, and they will need to deal with life's obstacles without the emotional support of their parents.This can be...
When you choose a person to serve as a trustee for your estate, you give them a great deal of responsibility and must place trust in them to meet your expectations. Unfortunately, time and unforeseen circumstances may change the nature of your relationship to the...
For many of us, giving to the ones we love and the causes we support is part of living a complete and fulfilling financial life. Unfortunately, choosing to give your resources to others can get complicated if you do not plan your gifting carefully.The federal...
Most parents have a driving and powerful desire to provide for their children and even grandchildren. Wanting to see their lineage succeed is a natural impulse.Some parents go so far as to discuss those desires with their children as they grow older. In fact, those...
Watching someone you love sink into addiction is painful. Unfortunately, despite your best efforts, there is really nothing that you can do to help your loved one overcome their addiction. Addiction tends to impact many people, as the addict can steal from or lie to...
Many American workers count on their employer's retirement and pension plans as golden parachutes into those easy retirement years. But could they be in for some hard landings if the chutes fail to open?It seems, unfortunately, that many may be let down not-so-easily,...
Maintaining your estate plan can seem inconvenient, but putting off important updates to your plan can cause major complications if you never get around to it. Many life changes may affect your estate plan, making it wise to review your estate documents from time to...
If you're the glue that holds your family together, what will happen after you die? Will your family descend into serious problems that involve intense fights and even legal battles over your estate? It's never easy to predict whether a particular family is at risk of...
Whenever someone dies, the estate needs to settle the decedent's outstanding debts -- including taxes -- before the remaining proceeds can be distributed. This means that the estate executor must fill out and submit to the IRS the final Form 1040, which will cover all...
Same-sex couples can marry just like opposite-sex couples, but there are some differences that must be highlighted when same-sex spouses are raising children together -- especially when only one of the spouses has formally established their parental status.When a...
