Oct 11

With Tax Laws in Flux: What Should You Do Now?

By Marjorie Desmond

On September 13, 2021, Democrats in the House of Representatives released a new $3.5 trillion proposed spending plan that includes a wide array of changes to federal tax laws. Specifically, the Democrats proposed a number of significant tax increases and other changes to fund the plan, including increases to personal income tax rates and the […]

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Oct 04

House Democrats Propose Sweeping New Changes To Tax Laws That Stand To Have Major Impact On Estate Planning—Part 1

By Marjorie Desmond

On September 13, 2021, Democrats in the House of Representatives released a new $3.5 trillion proposed spending plan that includes a wide array of changes to federal tax laws. Specifically, the Democrats have proposed a number of significant tax increases and other changes to fund the plan, including increases to personal income tax rates and […]

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Sep 13

Estate Planning Must-Haves For Single Parents

By Marjorie Desmond

If you are a single parent, life for you right now probably couldn’t get any busier. You are likely being pulled between work, school activities, and home – and the inevitable emergencies that fill the lives of single parents everywhere.Being a single parent is a huge responsibility, even if you do share time with a […]

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Aug 30

Estate Planning 101: Wills vs. Trusts

By Marjorie Desmond

Wills and trusts are two of the most commonly used estate planning documents, and they form the foundation of most estate plans. While both documents are legal vehicles designed to distribute your assets to your loved ones upon your death, the way in which they work is quite different.From when they take effect and the […]

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Jun 21

3 Estate Planning Issues For LGBTQ Couples—Part 1

By Marjorie Desmond

Whether you are married or in a committed partnership, estate planning is about much more than planning for death—it’s about planning for life. It’s the way to ensure your beloved will be protected and provided for in the event of your death or incapacity. Especially if you are a member of the LGBTQ+ community, estate […]

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