Whether it's bundling your donations in one year rather than over two, or figuring out the right year to start making major donations, there are some...Read More
Let’s talk about gifts–not just those wrapped in fancy bows but the ones involving stocks, property, and even art. Delving into the world of...Read More
Retirement–the long-awaited time in our lives when we can finally relax, explore our passions, and enjoy the fruits of our labor.Read More
Most Financial Advisors will tell you it’s essential to have an estate plan and to update it as your life and estate tax laws evolve. This will help...Read More
Many of our clients tell us they are considering downsizing in retirement. They may even be counting on selling their house and banking some of the...Read More
Recently, a client contacted me to help them better understand how charitable deductions work, and how a potential giver might be impacted if they...Read More
Congress passed SECURE Act 2.0 in December of 2022. There are over 100 provisions of the act, and it affects people from all walks of life. This...Read More
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