Santa Reading List

Is the IRS on the Naughty or Nice List?

It is that time of year again. No, not the time we all start thinking about our January workout schedule (my mother’s banana bread is worth every step on that …

New baby Santa Claus hat sleeping

New Baby? Need a Will or a Trust?

It’s finally here! The wait is over. I know we have all been anxiously awaiting the release of the most popular baby names for 2019 (the future class of 2037!). …

Confused about estate planning

Confused About ‘Estate Planning’? We Get It.

74% of Americans describe estate planning as ‘confusing’. We get it. The word itself is vague and the tools used are applied differently in different situations. Part of what makes …

Estate Planning Lindsay Harris

Estate Planning Isn’t Just for the Rich

How do the rich get richer? They protect what they have. The secret? You can too. The majority of Americans believe that estate planning is only for the rich and …

Invest in Your Community, and Pay Less Taxes.

Do you have stocks that are appreciated? Do you pay taxes on distributions from retirement plans?

2 Shapes and Sizes of Powers of Attorney

Powers of Attorneys come in all shapes and sizes. Making sure yours “fits” is essential to ensuring your loved ones have the tools they need to stay out of the courtroom.

Things You Do Not Do: DIY Legal Docs

You won’t cut your own bangs, but you’ll copy and paste binding legal documents…cool. Let me know how that goes.

Your Trust Is Only as Good as Your “Funding”

What is funding? If you completed your trust or will and you do not know what “funding” is, then odds are your plan will not work as intended (or even at all) when life changing events occur.