Looking to Make a Move Prior to Selling Your Home?
Consider a Pledged Asset Line Many retirees consider the benefits of downsizing their home at some point. According to Zillow, 46% of Baby Boomers who sold their homes in 2017 were in the process of downsizing. But what happens if…
Medicare’s Annual Election Period
The arrival of autumn brings about the changing leaves, pumpkins and cooler weather. It also brings about Medicare’s Annual Election Period (AEP). AEP, which happens between October 15 and December 7, provides the opportunity for current participants in Medicare to…
What Does Being a Trustee Entail?
Imagine you have just gone through a thoughtful estate planning process. Trusts may play a critical role in ensuring that your legacy is carried on in the way you desire. Often times, the grantor is comfortable serving as trustee while…
Q3 2021: The Value of the Five-Minute Warning
When my girls were younger, and we were at a playdate or birthday party, I found it very helpful to give them a five-minute warning that we were about to leave. As a parent, you can usually sense when it’s time to…
Tax and Estate Planning Strategies to Consider Before the 2022 Tax Law Change
Written by Eileen Stevens and Lisa Neira The House Ways and Means Committee recently unveiled their draft tax plan, part of President Biden’s new “American Families Plan” proposal. While many ideas were floated to increase tax revenue, the version lately…
Demystifying How To Act As A Smart Healthcare “Consumer”
Healthcare has changed dramatically in the last decade from access and advancements to insurance and privacy. Cost transparency for the healthcare consumer has become increasingly important. With several important healthcare changes on the 2022 horizon, we’re committed to helping our…
Now More Than Ever: Estate documents for your single adult and college-aged children
Five years ago, I wrote about the importance of having certain estate documents for your college-aged or single adult children. Revisiting this topic now seems as important as ever as we adopt to this new normal of pandemic living. College…
Walk the Line: How to Help Future Generations Without Enabling Them
Over the years, we have worked with many clients who have different views on gifting to their children or grandchildren. For some, making life worry-free for future generations is a top priority. Others believe that struggle is a necessary ingredient…
Buying vs. Leasing a Car
Before you roll the windows down, put your foot on the gas and drive off into the sunset, you need to decide: buy or lease? It’s not a fun decision like horsepower or paint color, but it is an important…
How Innovative Food ‘Kits’ Can Bring Climate Change Issues to the Table
David: I'm talking today with Stefani Bardin, an amazing entrepreneur. I've told that her “lane” in her work life is “not staying in a lane.” She does so many amazing, interesting things. When she told me she works in the…