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July 20, 2021
Maybe we should start calling estate planning something other than an estate plan. For some, it feels like an imposing name or phrase, an estate plan. When I think of an estate, I think of the English countryside with rolling green manicured lawns and a stately mansion nestled in the middle of all the green. […]
May 9, 2017
Earlier in the year the Achieving Better Life Experience Act (ABLE) was passed into law allowing individuals with disabilities to fund a tax-advantaged savings account that could be used to pay for certain qualified disability expenses. An ABLE account works similarly to a 529 College Savings Plan, where the account is funded with post-tax dollars […]
January 8, 2019
Protecting your personal identity has been increasingly important in recent years, as concerns of hackers, data breaches and email scams all potentially expose your most sensitive information to online users. However, what most families do not realize is that Mom and Dad’s account numbers and social security numbers aren’t the only ones at risk anymore. […]
