I recently had a client reach out and ask what if any tax breaks they would qualify for if they purchased a home. Given the state of the real estate market, I know many prospective homebuyers are looking right now …
Choosing the Right Business Entity
When you start a business, you have thousands of decisions to make. One of the most important is how you will classify your business legally. And while you’ve probably heard the terms floating around — sole proprietorship, partnership, LLC, and …
Inheritance and Financial/Estate Planning
I wanted to reach out to address something that routinely comes up in financial and estate planning discussions—how to plan for an anticipated inheritance. It can be tough to discuss, but I encourage all my clients to have a plan in …
Medicare Planning Q&A
If retirement is a part of your plans in the next several years, congratulations—what an exciting time in life! With that in mind, I want to briefly touch base about one aspect of retirement that is often overlooked: Medicare planning. There …
Post-Divorce Tips for Estate Planning
There’s no question that navigating a divorce can be extremely difficult; there are a handful of important considerations to keep in mind as the dust settles–one of them being your estate plan. I thought I’d reach out and share some …
The Estate Planning Checklist
Estate planning can feel overwhelming for those who have never put together a plan or who haven’t reviewed theirs every three to five years as recommended. The good news is that with the help of a specialized lawyer, this process can …
What does a hot real estate market mean for a prospective buyer/seller?
We’ve all heard the stories about the house down the street that sold for $50,000 more than the asking price in less than 24 hours. And we’ve heard the tales of heartbreak from home buyers who searched for months and …