Potential changes might have big impact on estate taxes
By Elizabeth Hunt On September 13, 2021, the House Ways & Means Committee released the draft of the tax portion…
Estate planning documents every college student should have in place
By Elizabeth Hunt With young adults heading off to college, there’s one area that might get overlooked in the shuffle…
Coronavirus costs are covered by Medicare
By Elizabeth Hunt Across the world, people are facing fear and uncertainty surrounding the COVID-19 pandemic, but Medicare recipients can…
Three vital estate planning documents for graduating seniors
By Elizabeth Hunt Even though things are looking a little different for graduating seniors this year, families should still be…
Retirement plan relief under the CARES Act
By Elizabeth Hunt On Friday, March 27, President Trump signed into law a $2 trillion stimulus package known as the…
Ensure your estate plan is in order while you’re working from home
By Elizabeth Hunt, Partner Thinking about worst case scenarios isn’t something anyone ever wants to dwell on, but the reality…
Protecting elderly relatives from financial scammers
by Elizabeth Hunt, Partner An elderly relative gets a call from someone claiming to be their grandchild. He’s in trouble. He’s…
Is a revocable trust right for you?
by Elizabeth Hunt, Partner When it comes to estate planning, there are lots of options to help you best plan…
Estate Planning Basics: What You Need to Know to Get Started
by Elizabeth Hunt, Partner Most people have heard of estate planning, but not everyone is familiar with exactly what it…
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