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Legal Documents That Are Essential

It is imperative that every American has an estate plan in place if they wish to protect themselves and their loved ones. Making sound decisions regarding finances and healthcare can become challenging as you age due to diminished mental capacity…

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How to Stay Mentally Sharp

With age comes wisdom, but it is also accompanied by some forgetfulness. Fortunately, there are things you can do to keep the brain sharp, small daily habits that can reduce the risk of cognitive decline. Exercise is one such daily…

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Planning an Estate and Proposed Tax Reforms

Adapting your estate plan to complex and ever-changing federal estate tax law, gifts, and GST exemptions may require an annual review and update. Since 2018, federal tax assessment on estates above $11.7 million, indexed for inflation every year, will default…

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