View our guide below on defining commonly used Estate Planning terms.

An overview of Estate and Wealth Transfer Planning.

When talking about Estate Planning with us, as well as your Estate Planning attorney, use this checklist to help gather all of the documents and materials you will need available for review.

See our helpful guide on the new tax tables and information for 2025.

View our guide on defining commonly used tax terms.

Understanding your specific tax implications around realizing capital gains is important as we manage your investment portfolio.  Through our tax return review process, we can provide you with optimum tax outcomes while effectively managing your portfolio.

In 2022, Congress passed the SECURE 2.0 Act.  This is a follow up to the original SECURE Act, passed in late 2019.  It loosens restrictions on both the funding of and withdrawals from retirement plans - including gradually extending the age at which RMD's must begin.  There are also enhancements to the Qualified Charitable Distribution (QCD) rules.  If you have questions regarding these changes, please contact us to discuss how it relates to your specific situation.

The Inflation Reduction Act of 2022 contains various provisions aimed at reducing healthcare costs and promoting clean energy.

Wondering where to begin with Medicare?

Preparing for the many complex decisions you will need to make as you enter retirement can seem daunting.  This information is designed to provide you with answers to some of those many questions that come to mind.  We are here to provide you with our expertise on these issues as you transition to the next phase of life.  As we've helped many of our clients move into retirement, we welcome you to connect with us to get started.