YEAR-END TAX PLANNING STARTS NOW

November 27, 2023

4 Things to do now to lower your 2023 taxes Make Charitable Gifts Giving back to your community or supporting causes you care about is not only rewarding but can also provide tax benefits if your family’s tax deductions are close to exceeding the standard tax deduction. The standard deduction for 2023 is $12,950 for…

Got Minor Kids? 3 Instances When Your Estate Plan Must Include A Kids Protection Plan®

October 12, 2023

As a parent, you have probably thought about the importance of naming permanent legal guardians for your child in case something happens to you, and maybe you have already done it. If you haven’t yet, take this as the sign that now’s the time to do it, in case the unthinkable happens to you. Here’s…

Why “Just a Will” Is Never Enough

June 8, 2023

When you think of estate planning, a Will is usually the first thing that comes to mind. In fact, most people who contact me tell me they don’t need anything complicated for their estate- just a Will. Indeed, Wills have a reputation as the number one estate planning tool and can be seen all over…

What are the most common workplace Injuries?

February 20, 2020

Your workplace should make you feel safe and secure. However, according to a U.S. Bureau of Labor Statistics report of 2018, there were 2.8 million non-fatal work injuries reported in the US. Injuries at the workplace can happen due to many reasons and can lead to hefty medical bills and time away from work.…