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Five Common Mistakes with “DIY” Estate Plans

Posted by Agnes Mombrun | May 07, 2020 | 0 Comments

Considering the current pandemic, many Americans are becoming aware of the importance of creating or updating their estate planning documents. With the extension of some states' stay in place orders, it may be tempting to create your own documents all on your own. Whether you are considering writ...

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Protect Your Finances From Coronavirus Complications

Posted by Agnes Mombrun | May 01, 2020 | 0 Comments

Many Americans spend a lot of time and effort in managing their finances. While most are worried about how the coronavirus (COVID-19) will impact their income, there is another way COVID-19 can wreak havoc on American's finances: lack of incapacity planning.  As the coronavirus continues to expa...

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Spring Cleaning Your Estate Plan

Posted by Agnes Mombrun | Mar 30, 2020 | 0 Comments

Your estate plan, like your home, periodically needs a thorough polishing. Your life circumstances are constantly changing, and an estate plan that perfectly met your needs a couple of years ago may now be cluttered with outdated provisions or documents. Now that Spring is here, it is the time to...

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Will vs. Trust: Which is Right for You and Your Family?

Posted by Agnes Mombrun | Jan 26, 2020 | 0 Comments

When you sit down to create your estate plan, there are likely dozens of questions running through your mind. Who should get possession of your home? Who should run the family business? Will you create a college fund for your grandkids? What charity should you donate to? The options can be exhaus...

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What Records Do Small Businesses Need to Keep for Taxes?

Posted by Agnes Mombrun | Jan 25, 2020 | 0 Comments

Tax season is upon us, so now is a great time to make sure that you have retained all the documentation you need to back up the income, deductions, and credits listed on your small business's tax return. Keeping the proper records is not optional—it is required by the Internal Revenue Service (IR...

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