Articles & News

Avoid these Eight Common Mistakes in Your Revocable Living Trust

A silver gavel resting on a silver striking plate. Trust and estate planning.

A revocable living trust has long been an important part of estate planning. Done correctly, a living trust can help protect your heirs from creditors, probate, and supply them with any funding you’d like them to have. However, a revocable living trust might not meet your goals if it isn’t arranged properly and periodically reviewed […]

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Make Moves Now to Lower Taxes

A pencil tip pointing to the text of a tax document.

Many tax breaks are only available to people with an adjusted gross income under a certain amount. Let’s say you could qualify for some of these valuable tax deductions and credits — but your income is a little too high. The first step in this process is to make a projection of your income for […]

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The Practicality of Estate Planning

A handheld calculator, pen, and pad of paper on table top.

You work hard to provide for your family, pay for your child’s college tuition, and ensure your family lives a good life. Wouldn’t you want to make sure that still happens when you’re no longer there? A well-thought-out estate plan can help accomplish that goal. Estate planning seems like a huge undertaking, but it’s quite […]

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Take Time to Plan Your Estate

Stacks of coins representing a climbing bar graph.

If you’re like most people, you’ve probably delegated estate planning to the realm of things to be done “someday.” Most people dislike confronting their own mortality, but proper estate planning accomplishes two major objectives — it ensures that your wealth is distributed according to your wishes and it can reduce the payment of federal and state estate […]

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