Phil Keenan August 20, 2020

Leaving Assets Can Be Tricky

Leaving assets to your adult children or other beneficiaries may seem simple. But in many situations, it can be quite tricky. Read on to learn more.

As we enter the new year year, it’s a good time to think about updating your plan. This includes your entire plan, including your primary vehicle, … [Read More...] about Updating Your Plan: Your Trust or Will

As we enter the new year, it’s a good time to think about updating your plan. This includes your entire plan, including Powers of Attorney. Powers of … [Read More...] about Updating Your Plan: Powers of Attorney

Normally, you must itemize your deductions in order to benefit from them. In 2020, the standard deduction amount is $12,400 for individuals and … [Read More...] about It’s Better to Give, Especially This Year