While many think of 529 savings plans as a way for parents to enjoy tax free growth of savings for a child’s college tuition, the benefits of these savings plans can have a much farther reach. Did you know that 529 savings plans can be established by not just the...
An unfortunate trend occurring among older adults over the past several decades is an elevated rate of divorce. While divorce among younger couples is still more prevalent, more and more couples over age fifty, are ending their marriages in so-called “Gray Divorces.”...
One of the best times to update an existing estate plan is at the beginning of a new year. Getting ahead on the previous year’s tax changes, market fluctuations, or life events that may have significant effects on your plan going forward could save you as issues arise...
Sadly, we lost the “Queen of Soul” this year. Aretha Franklin gave so much to us, from great songs such as Rock Steady and Daydreaming, to her contributions to the musical community with her version of Respect. Unfortunately, we can also learn from her when it comes...
As a parent or grandparent of a person with special needs, we know how critical it is for you to ensure that he or she is protected both now and well into the future. Unfortunately, there may come a time when you will no longer be able to care for your loved one. You...
