A Democratic Sweep in 2020 May Impact Your Estate Planning – Part 1
*This article is in no way an endorsement for any presidential, congressional or local political candidate. It is being provided solely for informational purposes and based on presidential administration campaign material available at the time of publication. No...
Bitcoin is Property. What You Need to Know to Protect It.
When I meet with a potential new client, I always ask if they own any cryptocurrency. Why? Because cryptocurrency is recognized by the IRS as “property” and needs protection just like any other asset, belonging or possession. Digital currency, like Bitcoin...
It’s Time to Have “The Talk” With Your Loved Ones
You are probably talking with your family and loved ones a lot more these days. You may even be living together under one roof. During these times, we are reminded of just how important our relationships can be. As we grow older, we begin to realize how precious...
Understand How Your Money is Invested
If you already have one or more retirement or brokerage accounts, or just inherited any type of investment account from a deceased spouse or family member, now is the time to get connected to how your money is invested. While you may rely on a broker or financial...