News
Tuesday July 28, 2026
Savvy Living
I had a living will with an advance directive prepared about 10 years ago documenting my end-of-life medical wishes, but...More |
Washington News
The Department of Treasury reports there have been 7 million children enrolled in the new child retirement accounts referred to as "Trump Accounts.” An estimated 1.7 million of those accounts are for children born between 2025 and 2028 who qualify for a grant of $1,000 from the federal government. Since the child accounts were launched on July 4, over $1.5 billion has been deposited in the accounts. Parents and certain other individuals and entities may also make contributions of up to $5,000 per year to the account. Trump accounts are available to any child under age 18 who has a...More |
Personal Planner
"Who should receive my property?" Helen asked her attorney, Clara. "There are so many decisions to make....More |
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Our News
Our hope is to serve you with helpful estate planning information because a thoughtfully planned gift brings the greatest benefit to those you care for so deeply.More |
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