In October, we begin working on final income and tax projections for our clients and suggest strategies to help minimize their taxes...

A few weeks ago, I talked about Revocable Living Trusts (RLT), which are a core part of many estate plans. They’re designed to make the...

Did you know that you might be eligible for Social Security benefits based on your ex-spouse’s work history? If you were married for at...

"Isn’t a trust just for the wealthy?" That’s a common misconception I hear all the time, but here’s the truth: a Revocable Living Trust...

Imagine this: your family, already dealing with their grief, now has to wait months or even years to receive their inheritance because...