Tax Strategies Behind Donating Appreciated Investments 

With the new tax laws and the market doing especially well the past couple of years, donating appreciated investments provides a great way to support a cause close to your hearts with the bonus of some nice tax advantages. A [...]

By |2018-08-01T19:30:27+00:00July 30th, 2018|Categories: Blog, Estate & Trust, Megan McManus, Tax|Tags: , , , |0 Comments

Thinking Ahead: Estate Planning If You’re Under 40

The sooner you plan, the more prepared you'll be for life's unexpected twists and turns. You can start now, regardless of your net worth. You might still be paying off student loans or credit cards for the foreseeable future. Surprisingly, [...]

By |2018-07-02T16:48:34+00:00July 2nd, 2018|Categories: Blog, Estate & Trust|Tags: , |0 Comments

Confused About Starting Estate Planning

No one likes to think about estate planning, but it's important for even young adults to have their affairs in order, especially if they have family or loved ones. As the old saying goes, "hope for the best, prepare [...]

By |2018-06-05T20:30:40+00:00June 5th, 2018|Categories: Blog, Estate & Trust|Tags: , |0 Comments

13 Tips for Effective Estate Planning

As your family grows, your estate matures and your assets become more substantial, it’s probably time to start thinking about an estate and trust plan. Estate and trust planning is a crucial step for those looking to ensure that [...]

By |2018-04-11T14:54:50+00:00April 6th, 2018|Categories: Blog, Estate & Trust, Tax|Tags: , |0 Comments

Thinking Ahead: Estate Planning If You’re Under 40

The sooner you plan, the more prepared you'll be for life's unexpected twists and turns. You can start now, regardless of your net worth. You might still be paying off student loans or credit cards for the foreseeable future. [...]

By |2018-04-11T15:02:59+00:00March 13th, 2018|Categories: Blog|Tags: |0 Comments

What an Estate Plan Can Do for You

What Can an Estate Plan Do for You? While most people know they should consider estate planning, it’s a topic that often finds itself on the backburner. A new year is a great time to start thinking about the [...]

By |2018-01-17T17:32:42+00:00January 17th, 2018|Categories: Blog, Tax, Wonsun Shin Willey|Tags: , |0 Comments