A new year and a new President could mean potential shifts in estate taxes and tax exemptions. President Biden’s proposed plan could modify tax codes to almost anyone who has something of value to leave to heirs. What does the new Biden tax plan mean for you and your heirs? These proposals could:…

Over the past year, some Americans have been using their quarantine time to master baking, learn new trades, or binge-watching popular shows like, The Crown. But a large part of the population is barely staying afloat amongst caring for aging parents, online schooling, and surviving day-to day. In…

A recent study by TD Wealth found that a trend known as “gray divorce,” the increasing rate of those over 50 years old divorcing, is impacting estate planning, coupled with prolonged life expectancy and rising healthcare costs “In addition to prolonged life expectancy and…

2020 was a year unlike any other. Our collective consciousness changed. Our needs changed and our awareness changed. We began to understand the finite timeline of life and the importance of protecting one another. As we enter 2021, think about your New Year’s resolutions a bit different this time…

Advanced funeral planning may seem premature or morbid, but it can also be a cathartic experience and a gift to your heirs and family members. You may not realize all of the anguish that can happen after death, as loved ones worry about honoring someone’s wishes correctly. Wouldn’t it be a…