Thank you to all who joined us for our recent event, Planning a Smooth Estate Transition. We enjoyed an interactive discussion with guests, creating a great opportunity to understand the complexities and importance of a well-planned estate.

It’s not enough to just think about your legacy! Preparing an organized and well-communicated estate transition can be a huge blessing to your heirs. Here are some guiding questions and resources.

This 2021 end-of-year guide & checklist provides different strategies to consider to reduce your tax liability and maximize your financial plan. Download our free guide.

There is nothing that can prepare you for the grief of losing your spouse. There are many decisions to be made, but some can and should wait. Here are some helpful handholds to hang on to if you've recently been widowed or know someone who has.

With big changes in the markets and tax laws, this summer is a great time to reflect on the status of your estate and portfolio.

College costs have increased about 1200% since 1980, making wise planning and saving crucial. Is a 529 Plan right for you and your college student?

Here's what we know now about 2021 tax changes - how can you optimize now?

Possible new estate tax changes introduced in the For the 99.5% Act by Senator Sanders make 2021 estate planning crucial. The government could become your biggest heir!

The Biden Administration has proposed several tax law adjustments. With a Democratic sweep, we can expect many of these changes to take place. These include potential increased corporate tax rates, lowered estate tax exemptions, elimination of Step-Up in basis, capital gains tax rates, and more. Be watchful of changes and adjust your estate plan and investing goals accordingly. This could be one of the most important planning years ever!

2020 will certainly be remembered for many historical events. Here are 7 lessons that investors can learn from the year 2020.

How should you prep for 2021? Here's our guide for retirement, tax, and investment considerations as you consider 2020 year-end planning.

1 in 5 elderly people have experienced some form of financial abuse. You can protect your parent or loved one from fraud by being aware and involved.

Are you trying to decide between taking a lump sum or annuity from your pension or retirement package? Here are some questions to consider before deciding.

Dynamic markets create many opportunities to review your current situation and re-evaluate your estate planning strategies. Too busy? We can help!

In the midst of recent events, the United States legislature has passed the CARES (Coronavirus, Aid, Relief and Economic Security) Act.

Are trusts right for you? Here are some misconceptions and common areas of confusion to address as you consider how to design a trust according to your vision and values.

Family Trusts by Goldstone, Hughes Jr., and Whitaker will help you answer: “What is the reason for my trust?” and “Will this trust enhance the lives of the beneficiaries?”

Tips for making the most of your philanthropy when giving to victims of Hurricane Harvey.