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Latest Blog Posts

2015 Supreme Court Decisions

Posted on: October 16th, 2015
While approximately 10,000 cases are appealed to the U.S. Supreme Court each year, only 75 to 80 make it to oral argument. Of those cases, only a handful grab the media's attention. Below is a summary of three landmark decisions handed down in 2015 that could affect how you are taxed, pay for healthcare, and plan your estate. ...

Five Things You Need to Know About theABLE Act

Posted on: July 23rd, 2015
The ABLE Act will allow certain individuals with disabilities to establish tax-free savings accounts that can be used to cover expenses not otherwise covered by government sponsored programs. These accounts can be a great supplement to special needs or supplemental needs trusts....

Dispelling the Top 3 Estate Planning Myths

Posted on: July 23rd, 2015
Like any other complex subject, estate planning has its share of myths and misconceptions. Understanding the top three estate planning myths will help you to create and maintain a plan that will work the way you expect it to work when it's needed....
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