Why Trusts are Important Estate Planning Tools

Estate planning involves creating a plan for where – and to whom – your assets will go upon your death. The process can include making a will, designating which of your loved ones should receive your retirement accounts and life [...]

What You Should Know About the Medicare Tax

You may have seen the Medicare tax listed on your paycheck stubs or on your income tax return filings and wondered what it is. To learn more about what it is and what it pays for, continue reading. What is [...]

Estate Planning for U.S. Citizens Living in France

Transitioning to life in France as a U.S. citizen is an adventurous and rewarding experience. However, the complexities of estate planning in a foreign country can be daunting. This article aims to demystify estate planning for U.S. expats in France, [...]

The Costs of the Rising Cost of Long-Term Care

Do you have a family member who is receiving some form of long-term care? If you don’t, the chances are good that someday you will – and that day may not be too far away. As the U.S. population ages [...]

Blended Families: A Trust Is A Must

Today, 16 percent of children in the United States live in blended families, according to U.S. Census data. This can include those living in households that have a stepparent, stepsibling, or half-sibling. In many cases, stepchildren receive the same treatment as full [...]

Choosing a Financial Power of Attorney

A financial power of attorney is one of the most important estate planning documents you can have. A successful power of attorney is created BEFORE an emergency occurs. Waiting “until” you need it often leads to unfortunate consequences. What is [...]

Mon	9am – 5:30pm
Tue	9am – 5:30pm
Wed	9am – 5:30pm
Thu	9am – 5:30pm
Fri	9am – 2pm