Personal Message



Things to Remember at Tax Time

Tax day is fast approaching and you want to make sure you're taking advantage of all the deductions you're entitled to . . .

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Federal Government Creates New Retirement Savings Option: MyRA

In his 2014 State of the Union message, President Obama announced a new retirement savings program for people who do not currently have an employer-sponsored plan.

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Using a No-Contest Clause to Prevent Heirs from Challenging a Will or Trust

If you are worried that disappointed heirs could contest your will or trust after you die, one option is to include a "no-contest clause" in your estate planning documents.

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What Are the House Ownership Options When Parents and Adult Children Live Together?

Increasingly, several generations of American families are living together. These multi-generational living arrangements present legal and financial challenges around home ownership.

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