Welcome to the Blog

“Home Sweet Home”

There is an old saying, "Home is where your heart is". As we age, the idea of staying home becomes more and more important to us. I believe in this saying very strongly. However, I also believe that the physical location of 'home' may need to change as our needs...

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Gift Taxes: What Your CPA Doesn’t Know

Taxpayers who gave substantial assets to family members last year could be in for a nasty surprise this tax season: potential errors on federal gift-tax returns that could result in donors owing taxes on gifts they thought were tax-free. Part of the problem: Many...

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Breaking Down the Probate Process

Probate, quite simply, is the process by which the court determines the legal property of a person who has died, and decides to whom those assets will be distributed. It sounds like it should be simple, but somehow, unfortunately, probate is hardly ever simple. Even...

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One-of-a-Kind Families Need One-of-a-Kind Plans

According to statistics the average U.S. family size is 3.2 members. The median age of a man upon his first marriage is 28.1, 47% of women aged 75 or older live alone. Also according to statistics, approximately 60% of couples own their home, 70.7% of mothers with...

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Share Your Passions As Well As Your Assets

Do you have a hobby that you feel passionate about? Do you love reading and collecting books? Are you a rabid coin or stamp collector? Do you find peace and tranquility out tending your garden? Whatever it is that you love; you can bet the people who love you are...

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Four Steps to Creating Your Estate Plan

You’ve heard all the arguments in favor of estate planning, you know it’s the right thing to do, you want to get your planning done... you just aren’t sure how to get started. Estate planning can feel like an overwhelming endeavor when you’re presented with everything...

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