Got Stuff? Then You Need An Estate Plan!

We all have stuff, and we’re pretty particular about our stuff. We move it around with us, it’s hard for some of us to get rid of it, and some of us don’t like our stuff mixed up with other people’s stuff.  During your lifetime, you collect a lot of stuff, some of it valuable and some…

What You Need to Know About Estate Planning under the Trump Presidency

A new president usually means major shakeups in fiscal and tax policy, and Trump’s tax plan is no exception. Here are several of the proposed changes we will potentially see rolling out during his administration: The repeal of the estate tax Lower income tax rates The introduction of a tax deduction for childcare costs Dependent…

9 Financial Resolutions for A Happy New Year!

  As 2017 is upon us, it’s an excellent time to begin making plans for growth in the upcoming year. According to a study conducted by Fidelity Investments, 36 percent of Americans considered making at least one finance-based New Year’s resolution for 2017.  While many people avoid making New Year’s resolutions for fear that they…