Blog

February 12, 2020

But Many of Your Clients Will Need to Change Their Estate Plans

The Stretch is not dead; there’s just no more lifetime Stretch.  I’m an optimist  :)

A retirement plan can be stretched for 10 years at the most. That is, a non-spouse beneficiary (e.g. a chil...

January 3, 2020

There's no better time than now.  Whether you are married, single, have young kids, older kids, no kids, make 2020 the time you finally get your estate plan in place. Click on the link below for more info:

Estate Planning for 2020 !

December 31, 2019

We recently moved next door and our previous building is available to rent in the Pettigru Historic District.  Among its features:

  •  3000 Square Feet

  •  5 Offices

  •  3 Bathrooms 

  •  2 Conference Rooms

  •  Full Kitchen

  •  Large Reception Area

  • ...

November 16, 2019

We bought the house next door, tore it down and built an office building. 
 

We are pleased to announce that on November 11, 2019, we opened our doors in more spacious and comfortable surroundings. The new location is on the corner of Boyce Avenue and East Washingt...

October 27, 2019

When it comes to estate planning, who will ultimately be in charge of your minor child is an important decision that requires consideration of many factors. Although there is no substitute for you as a parent, a guardian is essentially someone who steps in as a parent,...

September 29, 2019

Blended families and subsequent marriages create important and unique issues when it comes to estate planning. You may need to ensure that BOTH your current spouse and any children you have from a prior marriage are taken care of after you pass away. If the right estat...

August 14, 2019

What Can Happen to Your Business When You Die or Become Incapacitated

Preparing your company for your incapacity or death is vital to its survival. If you haven’t planned appropriately, your business can be disrupted, harming your customers, employees, vendors, and ulti...

June 18, 2019

In heading off to college, the last thing you may be thinking about is estate planning for your child. But, once he or she turns 18, your access to their medical and other information is significantly limited because your child is considered an adult in the eyes of the...