What Is New?

Make a Tax-Free Gift With An IRA

IRA charitable rollover

If you are 70½ years old or older, you can take advantage of a simple way to benefit veterans and receive tax benefits in return. You can give up to $100,000 from your IRA directly to a qualified charity such as the VFW without having to pay... Read More

Expiration Date Tracker

When Can You Safely Discard These Important Documents?

With spring finally here and summer just around the corner, there is no better time to start on your spring cleaning tasks. As you sort through your belongings, including paperwork, it is important that you do not throw out the important documents... Read More

Estate Planning in the Digital Age

Protection When Life Is Lived Online

Most of us are living life online. Whether it is managing a bank account, shopping online, reading the latest news or browsing on social media, just about everything we do involves technology. The sheer number of usernames, PINs and passwords we... Read More

How to Change Your Will

Leveraging Your Will for Your Legacy

Life changes. The will you created years ago, or even just last year, may not reflect your current wishes and circumstances. But just because you need to update your will does not mean you need a whole new one. Changes can be made to your will... Read More

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