Consultation Request – Thank You2023-10-29T17:40:00-04:00

The Hazards of Do-it-Yourself Estate Planning

Many websites offer customized, do-it-yourself wills and other estate planning documents, but although these products are convenient, using them could cause serious and expensive legal problems for heirs. These digital services appear to offer a cost-effective and easy alternative to [...]

A Modest Social Security Increase for 2021

The Social Security Administration has announced a 1.3 percent increase in benefits in 2021, an increase even smaller than last year’s. Cost-of-living increases are tied to the consumer price index, and a modest upturn in inflation rates and gas prices [...]

How to Fix a Required Minimum Distribution Mistake

The rules around required minimum distributions from retirement accounts are confusing, and it’s easy to slip up. Fortunately, if you do make a mistake, there are steps you can take to fix the error and possibly avoid a stiff penalty. [...]

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