mastheadblog26

Critter Corner: What Tax Changes Should I Be Aware of Before I File?

Dear Oakley, I’m getting ready to file my taxes for 2020. I know that last year was different than most years in many ways, including getting stimulus checks from the government. Is there anything I should know before I file my … [Read more...]

Where Will You Age? Planning to Live Independently

Jonas became a widower a couple of years ago. Before his wife died, they lived in their Springfield home for 40 years. Jonas considered downsizing, but decided to stay for as long as possible. There are too many memories there to … [Read more...]

How is Income in Irrevocable Grantor Trusts Taxed?

Q. My mother set up an irrevocable grantor trust with your firm as part of her estate planning. Can you explain more to me about what that means? She also asked me to inquire about how the trust’s income is taxed and what forms … [Read more...]

Critter Corner: The Best Way to Show Your Loved Ones That You Care This Valentine’s Day

Dear Angel, On Valentine’s Day, most people buy chocolates, flowers, or jewelry, and go out for a fancy dinner or get carryout these days.  As a recent widow (my husband passed away two years ago), I don’t have a special … [Read more...]

Are Dementia and Dizziness Related?

  Joe, who is 56, has experienced dizziness for a few months now, typically when he gets out of bed in the morning. His dizziness has gotten worse lately. He fell a few times and nearly got into a car accident last week. … [Read more...]

What Do Different Generations Care Most About in Their Estate Planning?

Q. My daughter, Abby, is 30 and newly married. Similar to many of her friends, Abby and her husband decided to do their estate planning because the coronavirus got them thinking about their mortality. It got me and my husband, who … [Read more...]

Critter Corner: What Does a Taking a “Holistic” Approach to Estate Planning Mean?

Dear Hayek,   In sitting down with my husband to discuss our estate planning, I’m realizing that planning our legacy can be a complicated process. Navigating how to pass on financial assets, real estate, and personal … [Read more...]

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