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Discover resources and tools to help you. Below are some of our most often discussed matters with our clients. If we can be a resource to you, please don't hesitate to reach out.
Tax Implications and Benefits of Home Ownership
I recently had a client reach out and ask what if any tax breaks they would qualify for if they…
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…
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…
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…
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…
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…
Why Title Insurance is Important
Chris and Lori are buying their first home. Their realtor talked with them about buying title insurance, but Chris and…
Why An Estate Plan Matters
Estate plans were once thought of as something for the wealthy. However, many people have discovered that even middle-class families…
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…