by Trish Butcher | Oct 17, 2023 | Estate Planning
It might seem a bit early to think about your 2023 taxes, but as the year draws to a close, it’s the perfect time to take a closer look at your financial situation and make some strategic moves that can help you minimize your tax liability come April. Year-end...
by Trish Butcher | Oct 10, 2023 | Estate Planning
The fall season is a beautiful time of year, but it also marks the beginning of flu season, which can pose a serious threat to your senior loved ones. Fortunately, there are several steps you can take to ensure their well-being during the colder days ahead, including...
by Trish Butcher | Oct 3, 2023 | Uncategorized
As a parent, you have probably thought about the importance of naming permanent legal guardians for your child in case something happens to you, and maybe you have already done it. If you haven’t yet, take this as the sign that now’s the time to do it, in case the...
by Trish Butcher | Sep 26, 2023 | Estate Planning
Getting married and starting a new chapter in your life is an exciting time. It’s also a time that requires a lot of housekeeping such as updating your address if your marriage includes a move, changing your tax filing status with your employer, and adding your new...
by Trish Butcher | Sep 19, 2023 | Estate Planning
Wedding season is winding down, and if you are newlyweds or are planning to tie the knot soon, it’s time to make your first legal move as a married couple – creating an estate plan. With all the joy and happiness a new marriage brings, planning for your potential...